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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $2.74B AUM 55.95% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Reilly Financial Advisors's PHG Position: Q3 2017 in Review

Reilly Financial Advisors sold out of Philips (PHG) in Q3 2017, closing a stake of 141 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in PHG in Q2 2013 and held it in 12 quarters. The position peaked at $13K in Q1 2015. 284 funds tracked by Wall St. Rank hold PHG as of Q3 2017.

Reilly Financial Advisors reported no remaining Philips position as of Q3 2017 after selling out during the quarter.
Reilly Financial Advisors sold 141 Philips shares in Q3 2017, an estimated $4K.
Reilly Financial Advisors first reported a position in Philips in Q2 2013 and held it in 12 quarters.
Reilly Financial Advisors's Philips position peaked at $13K in Q1 2015.
284 funds tracked by Wall St. Rank held Philips as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.