YorkBridge Wealth Partners’s Philips PHG Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-4,888	Closed	-$169K	–	517
2019 Q2	$169K	Sell	4,888 -50	-1%	-$1.61K	0.08%	196
2019 Q1	$157K	Hold	4,938	–	–	0.07%	198
2018 Q4	$135K	Buy	4,938 +202	+4%	+$5.96K	0.07%	202
2018 Q3	$168K	Hold	4,736	–	–	0.08%	192
2018 Q2	$155K	Sell	4,736 -107	-2%	-$3.42K	0.07%	206
2018 Q1	$145K	Hold	4,843	–	–	0.07%	215
2017 Q4	$138K	Sell	4,843 -141	-3%	-$4.25K	0.07%	227
2017 Q3	$156K	Hold	4,984	–	–	0.08%	206
2017 Q2	$135K	Buy	4,984 +292	+6%	+$7.65K	0.07%	211
2017 Q1	$122K	Buy	+4,692	New	+$105K	0.06%	228

Other funds holding PHG

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

YorkBridge Wealth Partners's PHG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Philips (PHG) in Q3 2019, closing a stake of 4,888 shares — an estimated $169K sold.

YorkBridge Wealth Partners first reported a position in PHG in Q1 2017 and held it in 10 quarters. The position peaked at $169K in Q2 2019. 311 funds tracked by Wall St. Rank hold PHG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Philips position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 4,888 Philips shares in Q3 2019, an estimated $169K.
YorkBridge Wealth Partners first reported a position in Philips in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's Philips position peaked at $169K in Q2 2019.
311 funds tracked by Wall St. Rank held Philips as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.