Delphi Private Advisors’s Philip Morris PM Stock Holding History

Delphi Private 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
2017 Q1	–	Sell	-198	Closed	-$18K	–	249
2016 Q4	$18K	Sell	198 -12	-6%	-$1.11K	0.03%	73
2016 Q3	$20K	Sell	210 -163	-44%	-$16.3K	0.03%	65
2016 Q2	$38K	Sell	373 -7	-2%	-$698	0.07%	50
2016 Q1	$37K	Sell	380 -17	-4%	-$1.56K	0.07%	56
2015 Q4	$35K	Buy	+397	New	+$34.5K	0.06%	66

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delphi Private Advisors's PM Position: Q1 2017 in Review

Delphi Private Advisors sold out of Philip Morris (PM) in Q1 2017, closing a stake of 198 shares — an estimated $18K sold.

Delphi Private Advisors first reported a position in PM in Q4 2015 and held it in 5 quarters. The position peaked at $38K in Q2 2016. 1,615 funds tracked by Wall St. Rank hold PM as of Q1 2017.

Delphi Private Advisors reported no remaining Philip Morris position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 198 Philip Morris shares in Q1 2017, an estimated $18K.
Delphi Private Advisors first reported a position in Philip Morris in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's Philip Morris position peaked at $38K in Q2 2016.
1,615 funds tracked by Wall St. Rank held Philip Morris as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.