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AIMZ Investment Advisors’s Philip Morris PM Stock Holding History

AIMZ Investment Advisors’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
Q2 		– Sell
-1,876
Closed -$212K – 100
2017
Q1 		$212K Buy
+1,876
New +$194K 0.18% 97

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BlackRock
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMZ Investment Advisors's PM Position: Q2 2017 in Review

AIMZ Investment Advisors sold out of Philip Morris (PM) in Q2 2017, closing a stake of 1,876 shares — an estimated $212K sold.

AIMZ Investment Advisors first reported a position in PM in Q1 2017 and held it in 1 quarter. The position peaked at $212K in Q1 2017. 1,642 funds tracked by Wall St. Rank hold PM as of Q2 2017.

  • AIMZ Investment Advisors reported no remaining Philip Morris position as of Q2 2017 after selling out during the quarter.
  • AIMZ Investment Advisors sold 1,876 Philip Morris shares in Q2 2017, an estimated $212K.
  • AIMZ Investment Advisors first reported a position in Philip Morris in Q1 2017 and held it in 1 quarter.
  • AIMZ Investment Advisors's Philip Morris position peaked at $212K in Q1 2017.
  • 1,642 funds tracked by Wall St. Rank held Philip Morris as of Q2 2017.

Based on AIMZ Investment Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.