Cypress Wealth Advisors’s Philip Morris PM Stock Holding History

Cypress Wealth 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
2019 Q1	$2.83M	Sell	31,980 -664	-2%	-$53.5K	3.23%	7
2018 Q4	$2.18M	Hold	32,644	–	–	2.99%	8
2018 Q3	$2.66M	Buy	32,644 +483	+2%	+$39.6K	2.8%	8
2018 Q2	$2.6M	Sell	32,161 -998	-3%	-$84.7K	2.81%	8
2018 Q1	$3.3M	Buy	33,159 +177	+0.5%	+$18.4K	3.57%	3
2017 Q4	$3.48M	Buy	32,982 +405	+1%	+$43.2K	3.34%	7
2017 Q3	$3.62M	Hold	32,577	–	–	5.84%	3
2017 Q2	$3.83M	Sell	32,577 -711	-2%	-$82.3K	4.47%	3
2017 Q1	$3.76M	Buy	33,288 +724	+2%	+$74.7K	1.71%	12
2016 Q4	$2.98M	Sell	32,564 -640	-2%	-$59.3K	1.36%	17
2016 Q3	$3.23M	Buy	33,204 +190	+0.6%	+$19K	1.46%	12
2016 Q2	$3.36M	Buy	33,014 +309	+0.9%	+$30.8K	1.66%	10
2016 Q1	$3.21M	Sell	32,705 -2,265	-6%	-$208K	1.47%	13
2015 Q4	$3.07M	Buy	34,970 +88	+0.3%	+$7.64K	1.56%	13
2015 Q3	$2.77M	Buy	34,882 +90	+0.3%	+$7.41K	1.5%	12
2015 Q2	$2.79M	Buy	+34,792	New	+$2.86M	1.63%	12

Other funds holding PM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cypress Wealth Advisors's PM Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Philip Morris (PM) stake by 2% in Q1 2019, selling an estimated $53.5K and leaving 31,980 shares worth $2.83M. The position accounts for 3.23% of the portfolio, ranked #7.

Cypress Wealth Advisors first reported a position in PM in Q2 2015 and has held it in 16 quarters since. The position peaked at $3.83M in Q2 2017. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

Cypress Wealth Advisors held 31,980 shares of Philip Morris worth $2.83M as of Q1 2019.
Cypress Wealth Advisors sold 664 Philip Morris shares in Q1 2019, an estimated $53.5K.
Philip Morris made up 3.23% of Cypress Wealth Advisors's portfolio in Q1 2019, its #7 holding.
Cypress Wealth Advisors first reported a position in Philip Morris in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Philip Morris position peaked at $3.83M in Q2 2017.
1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.