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Whitnell & Co’s PLDT PHI Stock Holding History

Whitnell & Co’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
2018
Q3 		– Sell
-29
Closed -$1K – 314
2018
Q2 		$1K Hold
29
– – ﹤0.01% 359
2018
Q1 		$1K Hold
29
– – ﹤0.01% 399
2017
Q4 		$1K Buy
+29
New +$914 ﹤0.01% 356
2017
Q1 		– Sell
-84
Closed -$2K – 327
2016
Q4 		$2K Hold
84
– – ﹤0.01% 379
2016
Q3 		$3K Hold
84
– – ﹤0.01% 340
2016
Q2 		$4K Hold
84
– – ﹤0.01% 323
2016
Q1 		$4K Sell
84
-25
-23% -$1.06K ﹤0.01% 320
2015
Q4 		$5K Hold
109
– – ﹤0.01% 304
2015
Q3 		$5K Buy
+109
New +$6.19K ﹤0.01% 297

Other funds holding PHI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Whitnell & Co's PHI Position: Q3 2018 in Review

Whitnell & Co sold out of PLDT (PHI) in Q3 2018, closing a stake of 29 shares — an estimated $1K sold.

Whitnell & Co first reported a position in PHI in Q3 2015 and held it in 9 quarters. The position peaked at $5K in Q4 2015. 62 funds tracked by Wall St. Rank hold PHI as of Q3 2018.

  • Whitnell & Co reported no remaining PLDT position as of Q3 2018 after selling out during the quarter.
  • Whitnell & Co sold 29 PLDT shares in Q3 2018, an estimated $1K.
  • Whitnell & Co first reported a position in PLDT in Q3 2015 and held it in 9 quarters.
  • Whitnell & Co's PLDT position peaked at $5K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held PLDT as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.