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Bridgewater Wealth & Financial Management’s Philip Morris PM Stock Holding History

Bridgewater Wealth & Financial Management’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
Q3 		– Sell
-2,128
Closed -$250K – 90
2017
Q2 		$250K Buy
+2,128
New +$246K 0.08% 103

Other funds holding PM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $315B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bridgewater Wealth & Financial Management's PM Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Philip Morris (PM) in Q3 2017, closing a stake of 2,128 shares — an estimated $250K sold.

Bridgewater Wealth & Financial Management first reported a position in PM in Q2 2017 and held it in 1 quarter. The position peaked at $250K in Q2 2017. 1,635 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 2,128 Philip Morris shares in Q3 2017, an estimated $250K.
  • Bridgewater Wealth & Financial Management first reported a position in Philip Morris in Q2 2017 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Philip Morris position peaked at $250K in Q2 2017.
  • 1,635 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.