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Wealthspire Advisors (New York)’s PLDT PHI Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-10
Closed – – 597
2018
Q4 		$0 Buy
+10
New +$236 ﹤0.01% 911

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VLKIM
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Royal Bank of Canada
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AG
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PPA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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USAA
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Wealthspire Advisors (New York)'s PHI Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of PLDT (PHI) in Q1 2019, closing a stake of 10 shares.

Wealthspire Advisors (New York) first reported a position in PHI in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 66 funds tracked by Wall St. Rank hold PHI as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining PLDT position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 PLDT shares in Q1 2019.
  • Wealthspire Advisors (New York) first reported a position in PLDT in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PLDT position peaked at $0 in Q4 2018.
  • 66 funds tracked by Wall St. Rank held PLDT as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.