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Mount Yale Investment Advisors’s PLDT PHI Stock Holding History

Mount Yale Investment Advisors’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,589
Closed -$279K – 356
2020
Q1 		$279K Buy
13,589
+2,706
+25% +$53.6K 0.06% 239
2019
Q4 		$209K Buy
+10,883
New +$228K 0.04% 312

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's PHI Position: Q2 2020 in Review

Mount Yale Investment Advisors sold out of PLDT (PHI) in Q2 2020, closing a stake of 13,589 shares — an estimated $279K sold.

Mount Yale Investment Advisors first reported a position in PHI in Q4 2019 and held it in 2 quarters. The position peaked at $279K in Q1 2020. 67 funds tracked by Wall St. Rank hold PHI as of Q2 2020.

  • Mount Yale Investment Advisors reported no remaining PLDT position as of Q2 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 13,589 PLDT shares in Q2 2020, an estimated $279K.
  • Mount Yale Investment Advisors first reported a position in PLDT in Q4 2019 and held it in 2 quarters.
  • Mount Yale Investment Advisors's PLDT position peaked at $279K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held PLDT as of Q2 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.