Catamount Wealth Management’s Philip Morris PM Stock Holding History

Catamount 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 Q1	$88K	Buy	+1,000	New	+$80.5K	0.05%	66
2017 Q2	–	Sell	-103	Closed	-$12K	–	186
2017 Q1	$12K	Hold	103	–	–	0.01%	130
2016 Q4	$9K	Hold	103	–	–	0.01%	121
2016 Q3	$10K	Buy	103 +30	+41%	+$3K	0.01%	112
2016 Q2	$7K	Hold	73	–	–	0.01%	108
2016 Q1	$7K	Buy	+73	New	+$6.69K	0.01%	104
2015 Q4	–	Sell	-40	Closed	-$3.47K	–	140
2015 Q3	$3K	Hold	40	–	–	﹤0.01%	118
2015 Q2	$3K	Hold	40	–	–	﹤0.01%	157
2015 Q1	$3K	Hold	40	–	–	﹤0.01%	129
2014 Q4	$3K	Buy	+40	New	+$3.44K	﹤0.01%	111

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Catamount Wealth Management's PM Position: Q1 2019 in Review

Catamount Wealth Management opened a new position in Philip Morris (PM) in Q1 2019: 1,000 shares worth $88K. The stake represents 0.05% of the portfolio and ranks #66 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in PM as recently as Q1 2017.

Catamount Wealth Management first reported a position in PM in Q4 2014 and has held it in 10 quarters since. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

Catamount Wealth Management held 1,000 shares of Philip Morris worth $88K as of Q1 2019.
Philip Morris was a new Catamount Wealth Management position in Q1 2019.
Philip Morris made up 0.05% of Catamount Wealth Management's portfolio in Q1 2019, its #66 holding.
Catamount Wealth Management first reported a position in Philip Morris in Q4 2014 and has held it in 10 quarters since.
1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.