TRUE Private Wealth Advisors’s Philips PHG Stock Holding History

TRUE Private 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
2020 Q2	–	Sell	-117	Closed	-$3K	–	729
2020 Q1	$3K	Hold	117	–	–	﹤0.01%	580
2019 Q4	$4K	Buy	+117	New	+$4.23K	﹤0.01%	696
2019 Q3	–	Sell	-248	Closed	-$8K	–	581
2019 Q2	$8K	Buy	+248	New	+$7.97K	﹤0.01%	583
2018 Q4	–	Sell	-348	Closed	-$12.3K	–	730
2018 Q3	$12.3K	Buy	+348	New	+$11.9K	﹤0.01%	710

Other funds holding PHG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRUE Private Wealth Advisors's PHG Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Philips (PHG) in Q2 2020, closing a stake of 117 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in PHG in Q3 2018 and held it in 4 quarters. The position peaked at $12.3K in Q3 2018. 337 funds tracked by Wall St. Rank hold PHG as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Philips position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 117 Philips shares in Q2 2020, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Philips in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Philips position peaked at $12.3K in Q3 2018.
337 funds tracked by Wall St. Rank held Philips as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.