Ballew Advisors’s Philip Morris PM Stock Holding History

Ballew 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
2018 Q4	–	Sell	-541	Closed	-$48K	–	354
2018 Q3	$48K	Buy	541 +1	+0.2%	+$82	0.04%	162
2018 Q2	$44K	Buy	540 +1	+0.2%	+$85	0.05%	165
2018 Q1	$54K	Buy	+539	New	+$56.1K	0.05%	160

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ballew Advisors's PM Position: Q4 2018 in Review

Ballew Advisors sold out of Philip Morris (PM) in Q4 2018, closing a stake of 541 shares — an estimated $48K sold.

Ballew Advisors first reported a position in PM in Q1 2018 and held it in 3 quarters. The position peaked at $54K in Q1 2018. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Ballew Advisors reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 541 Philip Morris shares in Q4 2018, an estimated $48K.
Ballew Advisors first reported a position in Philip Morris in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Philip Morris position peaked at $54K in Q1 2018.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.