RFA
PHG icon

Reilly Financial Advisors’s Philips PHG Stock Holding History

Reilly Financial 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
2017
Q3 		– Sell
-141
Closed -$4K – 1016
2017
Q2 		$4K Sell
141
-4
-3% -$105 ﹤0.01% 814
2017
Q1 		$3K Hold
145
– – ﹤0.01% 823
2016
Q4 		$3K Hold
145
– – ﹤0.01% 742
2016
Q3 		$3K Sell
145
-140
-49% -$2.87K ﹤0.01% 721
2016
Q2 		$5K Buy
285
+141
+98% +$2.73K ﹤0.01% 604
2016
Q1 		$3K Hold
144
– – ﹤0.01% 1030
2015
Q4 		$3K Sell
144
-514
-78% -$9.62K ﹤0.01% 1027
2015
Q3 		$11K Hold
658
– – ﹤0.01% 760
2015
Q2 		$12K Hold
658
– – ﹤0.01% 813
2015
Q1 		$13K Buy
658
+144
+28% +$2.87K ﹤0.01% 780
2014
Q4 		$10K Buy
+514
New +$10.2K ﹤0.01% 510
2013
Q3 		– Sell
-110
Closed -$2K – 781
2013
Q2 		$2K Buy
+110
New +$2.17K ﹤0.01% 762

Other funds holding PHG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
SIG
Senator Investment Group New York $1.95B AUM 58.56% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return