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Asset Planning Services (Pennsylvania)’s Philip Morris PM Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-250
Closed -$28K – 299
2017
Q3 		$28K Hold
250
– – 0.02% 178
2017
Q2 		$29K Hold
250
– – 0.02% 167
2017
Q1 		$28K Hold
250
– – 0.02% 173
2016
Q4 		$23K Hold
250
– – 0.02% 161
2016
Q3 		$24K Hold
250
– – 0.02% 154
2016
Q2 		$25K Hold
250
– – 0.02% 164
2016
Q1 		$25K Hold
250
– – 0.02% 161
2015
Q4 		$22K Hold
250
– – 0.02% 132
2015
Q3 		$20K Hold
250
– – 0.02% 128
2015
Q2 		$20K Buy
+250
New +$20.6K 0.02% 146

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s PM Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Philip Morris (PM) in Q4 2017, closing a stake of 250 shares — an estimated $28K sold.

Asset Planning Services (Pennsylvania) first reported a position in PM in Q2 2015 and held it in 10 quarters. The position peaked at $29K in Q2 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Philip Morris position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 250 Philip Morris shares in Q4 2017, an estimated $28K.
  • Asset Planning Services (Pennsylvania) first reported a position in Philip Morris in Q2 2015 and held it in 10 quarters.
  • Asset Planning Services (Pennsylvania)'s Philip Morris position peaked at $29K in Q2 2017.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.