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West Coast Financial’s Philips PHG Stock Holding History

West Coast Financial’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
2018
Q4 		– Sell
-6,730
Closed -$238K – 127
2018
Q3 		$238K Buy
6,730
+385
+6% +$13.2K 0.05% 120
2018
Q2 		$208K Buy
+6,345
New +$203K 0.06% 104
2018
Q1 		– Sell
-7,219
Closed -$207K – 109
2017
Q4 		$207K Sell
7,219
-394
-5% -$11.9K 0.06% 106
2017
Q3 		$238K Buy
+7,613
New +$222K 0.06% 123
2016
Q2 		– Sell
-10,936
Closed -$223K – 117
2016
Q1 		$223K Sell
10,936
-1,330
-11% -$24.6K 0.09% 81
2015
Q4 		$223K Sell
12,266
-2,390
-16% -$44.7K 0.09% 84
2015
Q3 		$246K Sell
14,656
-185
-1% -$3.44K 0.11% 83
2015
Q2 		$270K Sell
14,841
-896
-6% -$17.7K 0.12% 79
2015
Q1 		$309K Sell
15,737
-6,411
-29% -$128K 0.14% 77
2014
Q4 		$445K Sell
22,148
-839
-4% -$16.7K 0.23% 65
2014
Q3 		$505K Sell
22,987
-3,052
-12% -$65.5K 0.28% 64
2014
Q2 		$573K Sell
26,039
-13,283
-34% -$298K 0.3% 66
2014
Q1 		$958K Sell
39,322
-44,941
-53% -$1.1M 0.49% 58
2013
Q4 		$2.16M Buy
84,263
+529
+0.6% +$12.7K 1.11% 49
2013
Q3 		$1.87M Buy
83,734
+990
+1% +$21.6K 1.04% 51
2013
Q2 		$1.56M Buy
+82,744
New +$1.63M 0.85% 57

Other funds holding PHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Coast Financial's PHG Position: Q4 2018 in Review

West Coast Financial sold out of Philips (PHG) in Q4 2018, closing a stake of 6,730 shares — an estimated $238K sold.

West Coast Financial first reported a position in PHG in Q2 2013 and held it in 16 quarters. The position peaked at $2.16M in Q4 2013. 297 funds tracked by Wall St. Rank hold PHG as of Q4 2018.

  • West Coast Financial reported no remaining Philips position as of Q4 2018 after selling out during the quarter.
  • West Coast Financial sold 6,730 Philips shares in Q4 2018, an estimated $238K.
  • West Coast Financial first reported a position in Philips in Q2 2013 and held it in 16 quarters.
  • West Coast Financial's Philips position peaked at $2.16M in Q4 2013.
  • 297 funds tracked by Wall St. Rank held Philips as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.