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Cynosure Advisors’s Philip Morris PM Stock Holding History

Cynosure 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
Q3 		– Sell
-2,701
Closed -$218K – 150
2018
Q2 		$218K Sell
2,701
-2,956
-52% -$251K 0.06% 216
2018
Q1 		$562K Sell
5,657
-6,358
-53% -$662K 0.14% 85
2017
Q4 		$1.27M Buy
+12,015
New +$1.28M 0.29% 30

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cynosure Advisors's PM Position: Q3 2018 in Review

Cynosure Advisors sold out of Philip Morris (PM) in Q3 2018, closing a stake of 2,701 shares — an estimated $218K sold.

Cynosure Advisors first reported a position in PM in Q4 2017 and held it in 3 quarters. The position peaked at $1.27M in Q4 2017. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

  • Cynosure Advisors reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 2,701 Philip Morris shares in Q3 2018, an estimated $218K.
  • Cynosure Advisors first reported a position in Philip Morris in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Philip Morris position peaked at $1.27M in Q4 2017.
  • 1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.