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Wealthspire Advisors (Maryland)’s Philips PHG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-12,577
Closed -$478K – 532
2020
Q2 		$478K Buy
12,577
+312
+3% +$10.9K 0.03% 267
2020
Q1 		$392K Sell
12,265
-1,629
-12% -$57.6K 0.03% 265
2019
Q4 		$539K Sell
13,894
-344
-2% -$12.4K 0.04% 270
2019
Q3 		$522K Sell
14,238
-12
-0.1% -$442 0.04% 255
2019
Q2 		$494K Sell
14,250
-309
-2% -$9.93K 0.04% 258
2019
Q1 		$462K Sell
14,559
-1,651
-10% -$49.2K 0.03% 265
2018
Q4 		$442K Sell
16,210
-315
-2% -$9.3K 0.04% 241
2018
Q3 		$584K Sell
16,525
-457
-3% -$15.6K 0.05% 214
2018
Q2 		$557K Sell
16,982
-536
-3% -$17.1K 0.05% 216
2018
Q1 		$509K Sell
17,518
-197
-1% -$5.86K 0.05% 242
2017
Q4 		$508K Buy
17,715
+5,450
+44% +$164K 0.05% 250
2017
Q3 		$384K Buy
12,265
+288
+2% +$8.38K 0.04% 301
2017
Q2 		$326K Buy
11,977
+4,870
+69% +$128K 0.04% 328
2017
Q1 		$169K Sell
7,107
-13
-0.2% -$292 0.02% 444
2016
Q4 		$161K Sell
7,120
-378
-5% -$8.24K 0.02% 425
2016
Q3 		$164K Sell
7,498
-505
-6% -$10.3K 0.03% 439
2016
Q2 		$148K Buy
8,003
+7,218
+919% +$140K 0.02% 446
2016
Q1 		$16K Buy
785
+623
+385% +$11.5K ﹤0.01% 1045
2015
Q4 		$3K Buy
+162
New +$3.03K ﹤0.01% 1473

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PHG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Philips (PHG) in Q3 2020, closing a stake of 12,577 shares — an estimated $478K sold.

Wealthspire Advisors (Maryland) first reported a position in PHG in Q4 2015 and held it in 19 quarters. The position peaked at $584K in Q3 2018. 340 funds tracked by Wall St. Rank hold PHG as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Philips position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,577 Philips shares in Q3 2020, an estimated $478K.
  • Wealthspire Advisors (Maryland) first reported a position in Philips in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Philips position peaked at $584K in Q3 2018.
  • 340 funds tracked by Wall St. Rank held Philips as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.