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Sound View Wealth Advisors Group’s Philips PHG Stock Holding History

Sound View Wealth Advisors Group’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
2019
Q3 		– Sell
-5,819
Closed -$202K – 246
2019
Q2 		$202K Buy
+5,819
New +$187K 0.06% 242

Other funds holding PHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sound View Wealth Advisors Group's PHG Position: Q3 2019 in Review

Sound View Wealth Advisors Group sold out of Philips (PHG) in Q3 2019, closing a stake of 5,819 shares — an estimated $202K sold.

Sound View Wealth Advisors Group first reported a position in PHG in Q2 2019 and held it in 1 quarter. The position peaked at $202K in Q2 2019. 311 funds tracked by Wall St. Rank hold PHG as of Q3 2019.

  • Sound View Wealth Advisors Group reported no remaining Philips position as of Q3 2019 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 5,819 Philips shares in Q3 2019, an estimated $202K.
  • Sound View Wealth Advisors Group first reported a position in Philips in Q2 2019 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Philips position peaked at $202K in Q2 2019.
  • 311 funds tracked by Wall St. Rank held Philips as of Q3 2019.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2019, filed 7 Nov 2019.