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Capital Wealth Management’s Philip Morris PM Stock Holding History

Capital Wealth 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
2019
Q3 		– Sell
-2,708
Closed -$213K – 39
2019
Q2 		$213K Buy
2,708
+60
+2% +$4.96K 0.21% 33
2019
Q1 		$234K Buy
+2,648
New +$213K 0.23% 32
2018
Q4 		– Sell
-2,465
Closed -$201K – 39
2018
Q3 		$201K Buy
+2,465
New +$202K 0.18% 40
2018
Q2 		– Sell
-2,465
Closed -$245K – 40
2018
Q1 		$245K Sell
2,465
-1,235
-33% -$129K 0.23% 33
2017
Q4 		$391K Buy
+3,700
New +$394K 0.34% 33

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Wealth Management's PM Position: Q3 2019 in Review

Capital Wealth Management sold out of Philip Morris (PM) in Q3 2019, closing a stake of 2,708 shares — an estimated $213K sold.

Capital Wealth Management first reported a position in PM in Q4 2017 and held it in 5 quarters. The position peaked at $391K in Q4 2017. 1,662 funds tracked by Wall St. Rank hold PM as of Q3 2019.

  • Capital Wealth Management reported no remaining Philip Morris position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Management sold 2,708 Philip Morris shares in Q3 2019, an estimated $213K.
  • Capital Wealth Management first reported a position in Philip Morris in Q4 2017 and held it in 5 quarters.
  • Capital Wealth Management's Philip Morris position peaked at $391K in Q4 2017.
  • 1,662 funds tracked by Wall St. Rank held Philip Morris as of Q3 2019.

Based on Capital Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.