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American Economic Planning Group’s Philip Morris PM Stock Holding History

American Economic Planning Group’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
Q2 		– Sell
-2,247
Closed -$223K – 81
2018
Q1 		$223K Buy
2,247
+238
+12% +$24.8K 0.08% 80
2017
Q4 		$212K Sell
2,009
-410
-17% -$43.7K 0.08% 79
2017
Q3 		$268K Buy
2,419
+4
+0.2% +$466 0.1% 61
2017
Q2 		$284K Buy
2,415
+4
+0.2% +$463 0.11% 57
2017
Q1 		$272K Buy
2,411
+130
+6% +$13.4K 0.11% 60
2016
Q4 		$208K Buy
2,281
+4
+0.2% +$371 0.09% 59
2016
Q3 		$222K Sell
2,277
-246
-10% -$24.6K 0.09% 57
2016
Q2 		$257K Buy
2,523
+325
+15% +$32.4K 0.1% 46
2016
Q1 		$216K Buy
+2,198
New +$202K 0.09% 50

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Economic Planning Group's PM Position: Q2 2018 in Review

American Economic Planning Group sold out of Philip Morris (PM) in Q2 2018, closing a stake of 2,247 shares — an estimated $223K sold.

American Economic Planning Group first reported a position in PM in Q1 2016 and held it in 9 quarters. The position peaked at $284K in Q2 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • American Economic Planning Group reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • American Economic Planning Group sold 2,247 Philip Morris shares in Q2 2018, an estimated $223K.
  • American Economic Planning Group first reported a position in Philip Morris in Q1 2016 and held it in 9 quarters.
  • American Economic Planning Group's Philip Morris position peaked at $284K in Q2 2017.
  • 1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on American Economic Planning Group's 13F filing for Q2 2018, filed 14 Aug 2018.