SWP
PHG icon

Stratos Wealth Partners’s Philips PHG Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-4,362
Closed -$154K – 2033
2018
Q3 		$154K Buy
+4,362
New +$149K 0.01% 941
2018
Q2 		– Sell
-8,584
Closed -$250K – 2131
2018
Q1 		$250K Buy
8,584
+3,605
+72% +$107K 0.01% 810
2017
Q4 		$143K Buy
+4,979
New +$150K 0.01% 1009
2016
Q1 		– Sell
-34,738
Closed -$633K – 629
2015
Q4 		$633K Sell
34,738
-845
-2% -$15.8K 0.05% 254
2015
Q3 		$597K Buy
35,583
+331
+0.9% +$6.16K 0.08% 224
2015
Q2 		$642K Buy
35,252
+8,068
+30% +$159K 0.08% 217
2015
Q1 		$532K Buy
+27,184
New +$542K 0.06% 280

Other funds holding PHG

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Bank of America
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Wellington Management Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return