Partnervest Advisory Services’s Philips PHG Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-628	Closed	-$14K	–	612
2014 Q2	$14K	Buy	628 +211	+51%	+$4.74K	0.01%	621
2014 Q1	$10K	Hold	417	–	–	﹤0.01%	655
2013 Q4	$11K	Sell	417 -622	-60%	-$15K	0.01%	623
2013 Q3	$23K	Buy	1,039 +123	+13%	+$2.69K	0.01%	427
2013 Q2	$17K	Buy	+916	New	+$18.1K	0.01%	462

Other funds holding PHG

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Partnervest Advisory Services's PHG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Philips (PHG) in Q3 2014, closing a stake of 628 shares — an estimated $14K sold.

Partnervest Advisory Services first reported a position in PHG in Q2 2013 and held it in 5 quarters. The position peaked at $23K in Q3 2013. 219 funds tracked by Wall St. Rank hold PHG as of Q3 2014.

Partnervest Advisory Services reported no remaining Philips position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 628 Philips shares in Q3 2014, an estimated $14K.
Partnervest Advisory Services first reported a position in Philips in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Philips position peaked at $23K in Q3 2013.
219 funds tracked by Wall St. Rank held Philips as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.