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Wealthspire Advisors (Maryland)’s PLDT PHI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-10
Closed – – 1581
2019
Q1 		$0 Hold
10
– – ﹤0.01% 2562
2018
Q4 		$0 Sell
10
-12
-55% -$283 ﹤0.01% 2538
2018
Q3 		$1K Buy
+22
New +$563 ﹤0.01% 2311
2018
Q1 		– Sell
-8
Closed – – 2605
2017
Q4 		$0 Buy
+8
New +$252 ﹤0.01% 2525

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PHI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PLDT (PHI) in Q2 2019, closing a stake of 10 shares.

Wealthspire Advisors (Maryland) first reported a position in PHI in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 78 funds tracked by Wall St. Rank hold PHI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PLDT position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 PLDT shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in PLDT in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s PLDT position peaked at $1K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held PLDT as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.