WFG Advisors’s PLDT PHI Stock Holding History

WFG Advisors’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
2014 Q1	–	Sell	-199	Closed	-$12K	–	2170
2013 Q4	$12K	Sell	199 -2	-1%	-$127	﹤0.01%	1524
2013 Q3	$14K	Hold	201	–	–	﹤0.01%	1404
2013 Q2	$14K	Buy	+201	New	+$14.3K	﹤0.01%	1353

Other funds holding PHI

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's PHI Position: Q1 2014 in Review

WFG Advisors sold out of PLDT (PHI) in Q1 2014, closing a stake of 199 shares — an estimated $12K sold.

WFG Advisors first reported a position in PHI in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q3 2013. 113 funds tracked by Wall St. Rank hold PHI as of Q1 2014.

WFG Advisors reported no remaining PLDT position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 199 PLDT shares in Q1 2014, an estimated $12K.
WFG Advisors first reported a position in PLDT in Q2 2013 and held it in 3 quarters.
WFG Advisors's PLDT position peaked at $14K in Q3 2013.
113 funds tracked by Wall St. Rank held PLDT as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.