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MinichMacGregor Wealth Management’s Philips PHG Stock Holding History

MinichMacGregor Wealth Management’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-66
Closed -$2K – 381
2018
Q3 		$2K Hold
66
– – ﹤0.01% 457
2018
Q2 		$2K Hold
66
– – ﹤0.01% 448
2018
Q1 		$1K Buy
+66
New +$1.96K ﹤0.01% 480

Other funds holding PHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's PHG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Philips (PHG) in Q4 2018, closing a stake of 66 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in PHG in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 297 funds tracked by Wall St. Rank hold PHG as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Philips position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 66 Philips shares in Q4 2018, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in Philips in Q1 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Philips position peaked at $2K in Q3 2018.
  • 297 funds tracked by Wall St. Rank held Philips as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.