WFG Advisors’s Philips PHG Stock Holding History

WFG Advisors’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
2017 Q2	$29K	Buy	1,053 +112	+12%	+$2.94K	0.01%	854
2017 Q1	$22K	Sell	941 -139	-13%	-$3.12K	0.01%	863
2016 Q4	$24K	Buy	1,080 +139	+15%	+$3.03K	0.01%	895
2016 Q3	$21K	Hold	941	–	–	0.01%	936
2016 Q2	$17K	Sell	941 -15	-2%	-$290	﹤0.01%	959
2016 Q1	$20K	Hold	956	–	–	0.01%	895
2015 Q4	$17K	Hold	956	–	–	0.01%	937
2015 Q3	$16K	Hold	956	–	–	0.01%	961
2015 Q2	$17K	Buy	+956	New	+$18.9K	﹤0.01%	1036
2015 Q1	–	Sell	-17	Closed	–	–	1991
2014 Q4	$0	Buy	+17	New	+$339	﹤0.01%	2201

Other funds holding PHG

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

WFG Advisors's PHG Position: Q2 2017 in Review

WFG Advisors increased its Philips (PHG) stake by 12% in Q2 2017, buying an estimated $2.94K and bringing the position to 1,053 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #854.

WFG Advisors first reported a position in PHG in Q4 2014 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold PHG as of Q2 2017.

WFG Advisors held 1,053 shares of Philips worth $29K as of Q2 2017.
WFG Advisors bought 112 Philips shares in Q2 2017, an estimated $2.94K.
Philips made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #854 holding.
WFG Advisors first reported a position in Philips in Q4 2014 and has held it in 10 quarters since.
268 funds tracked by Wall St. Rank held Philips as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.