BHK Investment Advisors’s Philip Morris PM Stock Holding History

BHK Investment 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
2020 Q2	–	Sell	-2,799	Closed	-$204K	–	60
2020 Q1	$204K	Buy	2,799 +5	+0.2%	+$411	0.15%	50
2019 Q4	$238K	Sell	2,794 -423	-13%	-$34.9K	0.14%	59
2019 Q3	$244K	Sell	3,217 -1,065	-25%	-$84.4K	0.14%	70
2019 Q2	$336K	Buy	4,282 +150	+4%	+$12.4K	0.19%	64
2019 Q1	$365K	Sell	4,132 -232	-5%	-$18.7K	0.22%	61
2018 Q4	$291K	Buy	4,364 +207	+5%	+$17.3K	0.22%	53
2018 Q3	$339K	Buy	4,157 +547	+15%	+$44.9K	0.23%	52
2018 Q2	$291K	Buy	3,610 +1,486	+70%	+$126K	0.2%	53
2018 Q1	$211K	Buy	+2,124	New	+$221K	0.16%	62

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BHK Investment Advisors's PM Position: Q2 2020 in Review

BHK Investment Advisors sold out of Philip Morris (PM) in Q2 2020, closing a stake of 2,799 shares — an estimated $204K sold.

BHK Investment Advisors first reported a position in PM in Q1 2018 and held it in 9 quarters. The position peaked at $365K in Q1 2019. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

BHK Investment Advisors reported no remaining Philip Morris position as of Q2 2020 after selling out during the quarter.
BHK Investment Advisors sold 2,799 Philip Morris shares in Q2 2020, an estimated $204K.
BHK Investment Advisors first reported a position in Philip Morris in Q1 2018 and held it in 9 quarters.
BHK Investment Advisors's Philip Morris position peaked at $365K in Q1 2019.
1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on BHK Investment Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.