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Chessman Wealth Strategies RIA’s Philip Morris PM Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-135
Closed -$11K – 134
2018
Q3 		$11K Buy
+135
New +$11.1K 0.01% 124

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Vanguard Group
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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 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Chessman Wealth Strategies RIA's PM Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Philip Morris (PM) in Q4 2018, closing a stake of 135 shares — an estimated $11K sold.

Chessman Wealth Strategies RIA first reported a position in PM in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 135 Philip Morris shares in Q4 2018, an estimated $11K.
  • Chessman Wealth Strategies RIA first reported a position in Philip Morris in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Philip Morris position peaked at $11K in Q3 2018.
  • 1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.