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Clear Investment Research’s Philip Morris PM Stock Holding History

Clear Investment Research’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
Q4 		– Sell
-17
Closed -$1K – 311
2019
Q3 		$1K Hold
17
– – ﹤0.01% 190
2019
Q2 		$1K Hold
17
– – ﹤0.01% 189
2019
Q1 		$2K Hold
17
– – ﹤0.01% 118
2018
Q4 		$1K Hold
17
– – ﹤0.01% 174
2018
Q3 		$1K Buy
+17
New +$1.4K ﹤0.01% 185

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Clear Investment Research's PM Position: Q4 2019 in Review

Clear Investment Research sold out of Philip Morris (PM) in Q4 2019, closing a stake of 17 shares — an estimated $1K sold.

Clear Investment Research first reported a position in PM in Q3 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 1,822 funds tracked by Wall St. Rank hold PM as of Q4 2019.

  • Clear Investment Research reported no remaining Philip Morris position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 17 Philip Morris shares in Q4 2019, an estimated $1K.
  • Clear Investment Research first reported a position in Philip Morris in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's Philip Morris position peaked at $2K in Q1 2019.
  • 1,822 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.