YorkBridge Wealth Partners’s PLDT PHI Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-232	Closed	-$6K	–	518
2019 Q2	$6K	Buy	232 +29	+14%	+$689	﹤0.01%	645
2019 Q1	$4K	Buy	+203	New	+$4.57K	﹤0.01%	672
2018 Q4	–	Sell	-133	Closed	-$3K	–	759
2018 Q3	$3K	Hold	133	–	–	﹤0.01%	692
2018 Q2	$3K	Hold	133	–	–	﹤0.01%	747
2018 Q1	$4K	Hold	133	–	–	﹤0.01%	700
2017 Q4	$4K	Buy	133 +25	+23%	+$788	﹤0.01%	731
2017 Q3	$3K	Hold	108	–	–	﹤0.01%	749
2017 Q2	$4K	Buy	108 +15	+16%	+$530	﹤0.01%	728
2017 Q1	$3K	Hold	93	–	–	﹤0.01%	735
2016 Q4	$2K	Buy	+93	New	+$2.74K	﹤0.01%	770

Other funds holding PHI

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of PLDT (PHI) in Q3 2019, closing a stake of 232 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in PHI in Q4 2016 and held it in 10 quarters. The position peaked at $6K in Q2 2019. 72 funds tracked by Wall St. Rank hold PHI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining PLDT position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 232 PLDT shares in Q3 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in PLDT in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's PLDT position peaked at $6K in Q2 2019.
72 funds tracked by Wall St. Rank held PLDT as of Q3 2019.

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