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Rockefeller Financial Services’s Philips PHG Stock Holding History

Rockefeller Financial 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
2017
Q4 		$36K Hold
1,265
– – ﹤0.01% 435
2017
Q3 		$40K Buy
+1,265
New +$36.8K ﹤0.01% 431

Other funds holding PHG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Rockefeller Financial Services's PHG Position: Q4 2017 in Review

Rockefeller Financial Services held its Philips (PHG) position steady in Q4 2017 at 1,265 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Rockefeller Financial Services first reported a position in PHG in Q3 2017 and has held it in 2 quarters since. The position peaked at $40K in Q3 2017. 296 funds tracked by Wall St. Rank hold PHG as of Q4 2017.

  • Rockefeller Financial Services held 1,265 shares of Philips worth $36K as of Q4 2017.
  • Rockefeller Financial Services left its Philips share count unchanged in Q4 2017.
  • Philips made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #435 holding.
  • Rockefeller Financial Services first reported a position in Philips in Q3 2017 and has held it in 2 quarters since.
  • Rockefeller Financial Services's Philips position peaked at $40K in Q3 2017.
  • 296 funds tracked by Wall St. Rank held Philips as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.