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TD Private Client Wealth’s PLDT PHI Stock Holding History

TD Private Client Wealth’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,266
Closed -$35.3K – 1197
2020
Q4 		$35.3K Sell
1,266
-83
-6% -$2.31K ﹤0.01% 707
2020
Q3 		$36.5K Sell
1,349
-5,356
-80% -$149K ﹤0.01% 652
2020
Q2 		$164K Buy
6,705
+420
+7% +$9.97K 0.01% 472
2020
Q1 		$129K Buy
6,285
+3,871
+160% +$76.7K 0.01% 465
2019
Q4 		$48.3K Buy
+2,414
New +$50.5K ﹤0.01% 615

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Private Client Wealth's PHI Position: Q1 2021 in Review

TD Private Client Wealth sold out of PLDT (PHI) in Q1 2021, closing a stake of 1,266 shares — an estimated $35.3K sold.

TD Private Client Wealth first reported a position in PHI in Q4 2019 and held it in 5 quarters. The position peaked at $164K in Q2 2020. 72 funds tracked by Wall St. Rank hold PHI as of Q1 2021.

  • TD Private Client Wealth reported no remaining PLDT position as of Q1 2021 after selling out during the quarter.
  • TD Private Client Wealth sold 1,266 PLDT shares in Q1 2021, an estimated $35.3K.
  • TD Private Client Wealth first reported a position in PLDT in Q4 2019 and held it in 5 quarters.
  • TD Private Client Wealth's PLDT position peaked at $164K in Q2 2020.
  • 72 funds tracked by Wall St. Rank held PLDT as of Q1 2021.

Based on TD Private Client Wealth's 13F filing for Q1 2021, filed 16 Aug 2024.