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Access Financial Services’s Philip Morris PM Stock Holding History

Access Financial Services’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7,507
Closed -$606K – 66
2018
Q2 		$606K Sell
7,507
-85
-1% -$7.21K 0.43% 47
2018
Q1 		$755K Buy
7,592
+2,010
+36% +$209K 0.56% 41
2017
Q4 		$590K Buy
5,582
+290
+5% +$30.9K 0.41% 49
2017
Q3 		$587K Buy
5,292
+229
+5% +$26.7K 0.45% 50
2017
Q2 		$595K Sell
5,063
-790
-13% -$91.5K 0.49% 48
2017
Q1 		$661K Buy
5,853
+280
+5% +$28.9K 0.56% 44
2016
Q4 		$510K Buy
+5,573
New +$516K 0.46% 45

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Access Financial Services's PM Position: Q3 2018 in Review

Access Financial Services sold out of Philip Morris (PM) in Q3 2018, closing a stake of 7,507 shares — an estimated $606K sold.

Access Financial Services first reported a position in PM in Q4 2016 and held it in 7 quarters. The position peaked at $755K in Q1 2018. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

  • Access Financial Services reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
  • Access Financial Services sold 7,507 Philip Morris shares in Q3 2018, an estimated $606K.
  • Access Financial Services first reported a position in Philip Morris in Q4 2016 and held it in 7 quarters.
  • Access Financial Services's Philip Morris position peaked at $755K in Q1 2018.
  • 1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on Access Financial Services's 13F filing for Q3 2018, filed 26 Oct 2018.