Clarfeld Financial Advisors’s Philip Morris PM Stock Holding History

Clarfeld Financial Advisors’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	$40K	Buy	+594	New	+$49.6K	0.03%	115

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clarfeld Financial Advisors's PM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Philip Morris (PM) in Q4 2018: 594 shares worth $40K. The stake represents 0.03% of the portfolio and ranks #115 among its holdings.

1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Clarfeld Financial Advisors held 594 shares of Philip Morris worth $40K as of Q4 2018.
Philip Morris was a new Clarfeld Financial Advisors position in Q4 2018.
Philip Morris made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #115 holding.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.