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United Capital Financial Advisors’s PLDT PHI Stock Holding History

United Capital Financial Advisors’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
2019
Q3 		– Sell
-9,307
Closed -$231K – 1440
2019
Q2 		$231K Buy
+9,307
New +$221K ﹤0.01% 1317

Other funds holding PHI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

United Capital Financial Advisors's PHI Position: Q3 2019 in Review

United Capital Financial Advisors sold out of PLDT (PHI) in Q3 2019, closing a stake of 9,307 shares — an estimated $231K sold.

United Capital Financial Advisors first reported a position in PHI in Q2 2019 and held it in 1 quarter. The position peaked at $231K in Q2 2019. 72 funds tracked by Wall St. Rank hold PHI as of Q3 2019.

  • United Capital Financial Advisors reported no remaining PLDT position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,307 PLDT shares in Q3 2019, an estimated $231K.
  • United Capital Financial Advisors first reported a position in PLDT in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's PLDT position peaked at $231K in Q2 2019.
  • 72 funds tracked by Wall St. Rank held PLDT as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.