WIL
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Winifred I. Li’s Philips PHG Stock Holding History

Winifred I. Li’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
2014
Q4 		$96K Hold
4,762
– – 0.09% 196
2014
Q3 		$105K Hold
4,762
– – 0.1% 178
2014
Q2 		$105K Hold
4,762
– – 0.09% 193
2014
Q1 		$116K Hold
4,762
– – 0.1% 172
2013
Q4 		$122K Hold
4,762
– – 0.1% 161
2013
Q3 		$106K Hold
4,762
– – 0.1% 178
2013
Q2 		$90K Buy
+4,762
New +$93.9K 0.08% 192

Other funds holding PHG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winifred I. Li's PHG Position: Q4 2014 in Review

Winifred I. Li held its Philips (PHG) position steady in Q4 2014 at 4,762 shares worth $96K. The position accounts for 0.09% of the portfolio, ranked #196.

Winifred I. Li first reported a position in PHG in Q2 2013 and has held it in 7 quarters since. The position peaked at $122K in Q4 2013. 227 funds tracked by Wall St. Rank hold PHG as of Q4 2014.

  • Winifred I. Li held 4,762 shares of Philips worth $96K as of Q4 2014.
  • Winifred I. Li left its Philips share count unchanged in Q4 2014.
  • Philips made up 0.09% of Winifred I. Li's portfolio in Q4 2014, its #196 holding.
  • Winifred I. Li first reported a position in Philips in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Philips position peaked at $122K in Q4 2013.
  • 227 funds tracked by Wall St. Rank held Philips as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.