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Acrospire Investment Management’s Philip Morris PM Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-800
Closed -$94K – 1067
2017
Q2 		$94K Hold
800
– – 0.09% 288
2017
Q1 		$90K Buy
800
+700
+700% +$72.2K 0.07% 389
2016
Q4 		$9K Buy
+100
New +$9.27K ﹤0.01% 1971

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acrospire Investment Management's PM Position: Q3 2017 in Review

Acrospire Investment Management sold out of Philip Morris (PM) in Q3 2017, closing a stake of 800 shares — an estimated $94K sold.

Acrospire Investment Management first reported a position in PM in Q4 2016 and held it in 3 quarters. The position peaked at $94K in Q2 2017. 1,634 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Acrospire Investment Management reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 800 Philip Morris shares in Q3 2017, an estimated $94K.
  • Acrospire Investment Management first reported a position in Philip Morris in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Philip Morris position peaked at $94K in Q2 2017.
  • 1,634 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.