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BB&T Investment Services’s Philip Morris PM Stock Holding History

BB&T Investment 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
2017
Q4 		$3.99M Buy
37,664
+2,989
+9% +$318K 0.67% 31
2017
Q3 		$3.86M Buy
34,675
+5,018
+17% +$584K 0.77% 21
2017
Q2 		$3.48M Buy
29,657
+4,987
+20% +$578K 0.87% 13
2017
Q1 		$2.79M Buy
24,670
+6,765
+38% +$698K 1.09% 10
2016
Q4 		$1.64M Buy
+17,905
New +$1.66M 1.2% 15

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

BB&T Investment Services's PM Position: Q4 2017 in Review

BB&T Investment Services increased its Philip Morris (PM) stake by 8.6% in Q4 2017, buying an estimated $318K and bringing the position to 37,664 shares worth $3.99M. The position accounts for 0.67% of the portfolio, ranked #31.

BB&T Investment Services first reported a position in PM in Q4 2016 and has held it in 5 quarters since. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • BB&T Investment Services held 37,664 shares of Philip Morris worth $3.99M as of Q4 2017.
  • BB&T Investment Services bought 2,989 Philip Morris shares in Q4 2017, an estimated $318K.
  • Philip Morris made up 0.67% of BB&T Investment Services's portfolio in Q4 2017, its #31 holding.
  • BB&T Investment Services first reported a position in Philip Morris in Q4 2016 and has held it in 5 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.