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Crow Point Partners’s Philip Morris PM Stock Holding History

Crow Point Partners’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
2017
Q3 		– Sell
-467
Closed -$55K – 274
2017
Q2 		$55K Sell
467
-426
-48% -$49.3K 0.01% 187
2017
Q1 		$101K Buy
+893
New +$92.1K 0.02% 185
2014
Q3 		$456K Buy
+5,470
New +$463K 0.06% 130

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crow Point Partners's PM Position: Q3 2017 in Review

Crow Point Partners sold out of Philip Morris (PM) in Q3 2017, closing a stake of 467 shares — an estimated $55K sold.

Crow Point Partners first reported a position in PM in Q3 2014 and held it in 3 quarters. The position peaked at $456K in Q3 2014. 1,634 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Crow Point Partners reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
  • Crow Point Partners sold 467 Philip Morris shares in Q3 2017, an estimated $55K.
  • Crow Point Partners first reported a position in Philip Morris in Q3 2014 and held it in 3 quarters.
  • Crow Point Partners's Philip Morris position peaked at $456K in Q3 2014.
  • 1,634 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Crow Point Partners's 13F filing for Q3 2017, filed 5 Oct 2017.