SVWA
PHG icon

Sound View Wealth Advisors’s Philips PHG Stock Holding History

Sound View Wealth 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
2019
Q1 		$227K Buy
+7,162
New +$213K 0.07% 224

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's PHG Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in Philips (PHG) in Q1 2019: 7,162 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #224 among its holdings.

308 funds tracked by Wall St. Rank hold PHG as of Q1 2019.

  • Sound View Wealth Advisors held 7,162 shares of Philips worth $227K as of Q1 2019.
  • Philips was a new Sound View Wealth Advisors position in Q1 2019.
  • Philips made up 0.07% of Sound View Wealth Advisors's portfolio in Q1 2019, its #224 holding.
  • 308 funds tracked by Wall St. Rank held Philips as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.