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Squar Milner Financial Services’s Philips PHG Stock Holding History

Squar Milner 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
2019
Q2 		– Sell
-280
Closed -$8K – 860
2019
Q1 		$8K Buy
+280
New +$8.34K 0.01% 574
2018
Q3 		– Sell
-839
Closed -$28K – 837
2018
Q2 		$28K Buy
+839
New +$26.8K 0.02% 430

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Squar Milner Financial Services's PHG Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Philips (PHG) in Q2 2019, closing a stake of 280 shares — an estimated $8K sold.

Squar Milner Financial Services first reported a position in PHG in Q2 2018 and held it in 2 quarters. The position peaked at $28K in Q2 2018. 309 funds tracked by Wall St. Rank hold PHG as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Philips position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 280 Philips shares in Q2 2019, an estimated $8K.
  • Squar Milner Financial Services first reported a position in Philips in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Philips position peaked at $28K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held Philips as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.