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Aris Wealth Services’s Philip Morris PM Stock Holding History

Aris Wealth 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
2015
Q3 		$29K Sell
362
-354
-49% -$29.1K 0.06% 132
2015
Q2 		$57K Sell
716
-570
-44% -$46.9K 0.05% 192
2015
Q1 		$97K Buy
+1,286
New +$104K 0.09% 142
2014
Q1 		– Sell
-5,431
Closed -$473K – 103
2013
Q4 		$473K Buy
5,431
+1,298
+31% +$113K 0.8% 43
2013
Q3 		$358K Buy
+4,133
New +$361K 0.66% 56

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aris Wealth Services's PM Position: Q3 2015 in Review

Aris Wealth Services reduced its Philip Morris (PM) stake by 49% in Q3 2015, selling an estimated $29.1K and leaving 362 shares worth $29K. The position accounts for 0.06% of the portfolio, ranked #132.

Aris Wealth Services first reported a position in PM in Q3 2013 and has held it in 5 quarters since. The position peaked at $473K in Q4 2013. 1,400 funds tracked by Wall St. Rank hold PM as of Q3 2015.

  • Aris Wealth Services held 362 shares of Philip Morris worth $29K as of Q3 2015.
  • Aris Wealth Services sold 354 Philip Morris shares in Q3 2015, an estimated $29.1K.
  • Philip Morris made up 0.06% of Aris Wealth Services's portfolio in Q3 2015, its #132 holding.
  • Aris Wealth Services first reported a position in Philip Morris in Q3 2013 and has held it in 5 quarters since.
  • Aris Wealth Services's Philip Morris position peaked at $473K in Q4 2013.
  • 1,400 funds tracked by Wall St. Rank held Philip Morris as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.