WA
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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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.65B AUM 26.34% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return