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Moneta Group Investment Advisors’s Philips PHG Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-1,332
Closed -$44K – 330
2018
Q2 		$44K Sell
1,332
-26,307
-95% -$841K ﹤0.01% 312
2018
Q1 		$21K Buy
+27,639
New +$821K ﹤0.01% 401

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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Moneta Group Investment Advisors's PHG Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Philips (PHG) in Q3 2018, closing a stake of 1,332 shares — an estimated $44K sold.

Moneta Group Investment Advisors first reported a position in PHG in Q1 2018 and held it in 2 quarters. The position peaked at $44K in Q2 2018. 312 funds tracked by Wall St. Rank hold PHG as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Philips position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,332 Philips shares in Q3 2018, an estimated $44K.
  • Moneta Group Investment Advisors first reported a position in Philips in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Philips position peaked at $44K in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Philips as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.