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D. Scott Neal’s Philip Morris PM Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-3,265
Closed -$325K – 135
2018
Q1 		$325K Hold
3,265
– – 0.18% 29
2017
Q4 		$345K Hold
3,265
– – 0.21% 33
2017
Q3 		$362K Hold
3,265
– – 0.22% 30
2017
Q2 		$383K Hold
3,265
– – 0.26% 30
2017
Q1 		$369K Hold
3,265
– – 0.24% 30
2016
Q4 		$299K Hold
3,265
– – 0.21% 30
2016
Q3 		$317K Buy
3,265
+3,238
+11,993% +$324K 0.25% 24
2016
Q2 		$3K Hold
27
– – ﹤0.01% 147
2016
Q1 		$3K Buy
+27
New +$2.48K ﹤0.01% 133

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D. Scott Neal's PM Position: Q2 2018 in Review

D. Scott Neal sold out of Philip Morris (PM) in Q2 2018, closing a stake of 3,265 shares — an estimated $325K sold.

D. Scott Neal first reported a position in PM in Q1 2016 and held it in 9 quarters. The position peaked at $383K in Q2 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • D. Scott Neal reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 3,265 Philip Morris shares in Q2 2018, an estimated $325K.
  • D. Scott Neal first reported a position in Philip Morris in Q1 2016 and held it in 9 quarters.
  • D. Scott Neal's Philip Morris position peaked at $383K in Q2 2017.
  • 1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.