Nelson Capital Management’s Philips PHG Stock Holding History

Nelson Capital 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	-70	Closed	-$1K	–	311
2018 Q3	$1K	Buy	+70	New	+$2.39K	﹤0.01%	287
2016 Q3	–	Sell	-698	Closed	-$13K	–	269
2016 Q2	$13K	Sell	698 -1	-0.1%	-$19	﹤0.01%	199
2016 Q1	$14K	Hold	699	–	–	0.01%	185
2015 Q4	$13K	Buy	+699	New	+$13.1K	0.01%	186

Other funds holding PHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nelson Capital Management's PHG Position: Q4 2018 in Review

Nelson Capital Management sold out of Philips (PHG) in Q4 2018, closing a stake of 70 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in PHG in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q1 2016. 297 funds tracked by Wall St. Rank hold PHG as of Q4 2018.

Nelson Capital Management reported no remaining Philips position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 70 Philips shares in Q4 2018, an estimated $1K.
Nelson Capital Management first reported a position in Philips in Q4 2015 and held it in 4 quarters.
Nelson Capital Management's Philips position peaked at $14K in Q1 2016.
297 funds tracked by Wall St. Rank held Philips as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.