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Cetera Investment Management’s Philip Morris PM Stock Holding History

Cetera Investment 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
2016
Q2 		– Sell
-3,801
Closed -$373K – 122
2016
Q1 		$373K Hold
3,801
– – 0.19% 101
2015
Q4 		$335K Buy
+3,801
New +$330K 0.14% 125

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Investment Management's PM Position: Q2 2016 in Review

Cetera Investment Management sold out of Philip Morris (PM) in Q2 2016, closing a stake of 3,801 shares — an estimated $373K sold.

Cetera Investment Management first reported a position in PM in Q4 2015 and held it in 2 quarters. The position peaked at $373K in Q1 2016. 1,535 funds tracked by Wall St. Rank hold PM as of Q2 2016.

  • Cetera Investment Management reported no remaining Philip Morris position as of Q2 2016 after selling out during the quarter.
  • Cetera Investment Management sold 3,801 Philip Morris shares in Q2 2016, an estimated $373K.
  • Cetera Investment Management first reported a position in Philip Morris in Q4 2015 and held it in 2 quarters.
  • Cetera Investment Management's Philip Morris position peaked at $373K in Q1 2016.
  • 1,535 funds tracked by Wall St. Rank held Philip Morris as of Q2 2016.

Based on Cetera Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.