SFA
PHG icon

Spectrum Financial Alliance’s Philips PHG Stock Holding History

Spectrum Financial Alliance’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 		– Sell
-531
Closed -$14K – 76
2018
Q4 		$14K Hold
531
– – 0.01% 56
2018
Q3 		$18K Hold
531
– – 0.01% 57
2018
Q2 		$17K Sell
531
-12
-2% -$384 0.01% 59
2018
Q1 		$15K Buy
+543
New +$16.1K 0.01% 58

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

Spectrum Financial Alliance's PHG Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Philips (PHG) in Q1 2019, closing a stake of 531 shares — an estimated $14K sold.

Spectrum Financial Alliance first reported a position in PHG in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q3 2018. 308 funds tracked by Wall St. Rank hold PHG as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Philips position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 531 Philips shares in Q1 2019, an estimated $14K.
  • Spectrum Financial Alliance first reported a position in Philips in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Philips position peaked at $18K in Q3 2018.
  • 308 funds tracked by Wall St. Rank held Philips as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.