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Domani Wealth’s Philip Morris PM Stock Holding History

Domani Wealth’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 		– Sell
-6,414
Closed -$428K – 114
2018
Q4 		$428K Buy
+6,414
New +$536K 0.2% 58
2018
Q3 		– Sell
-3,977
Closed -$321K – 110
2018
Q2 		$321K Sell
3,977
-637
-14% -$54.1K 0.15% 80
2018
Q1 		$459K Sell
4,614
-848
-16% -$88.3K 0.2% 58
2017
Q4 		$577K Buy
5,462
+140
+3% +$14.9K 0.25% 52
2017
Q3 		$591K Sell
5,322
-1,790
-25% -$208K 0.25% 52
2017
Q2 		$835K Buy
7,112
+2
+0% +$232 0.34% 44
2017
Q1 		$803K Sell
7,110
-441
-6% -$45.5K 0.33% 47
2016
Q4 		$691K Sell
7,551
-1,627
-18% -$151K 0.28% 53
2016
Q3 		$892K Sell
9,178
-3,340
-27% -$335K 0.34% 47
2016
Q2 		$1.27M Sell
12,518
-2,661
-18% -$265K 0.49% 39
2016
Q1 		$1.49M Sell
15,179
-328
-2% -$30.1K 0.56% 38
2015
Q4 		$1.36M Buy
15,507
+450
+3% +$39.1K 0.53% 38
2015
Q3 		$1.19M Buy
15,057
+329
+2% +$27.1K 0.65% 29
2015
Q2 		$1.18M Buy
14,728
+13,396
+1,006% +$1.1M 0.64% 31
2015
Q1 		$17.7K Buy
+1,332
New +$108K 0.27% 37

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Domani Wealth's PM Position: Q1 2019 in Review

Domani Wealth sold out of Philip Morris (PM) in Q1 2019, closing a stake of 6,414 shares — an estimated $428K sold.

Domani Wealth first reported a position in PM in Q1 2015 and held it in 15 quarters. The position peaked at $1.49M in Q1 2016. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

  • Domani Wealth reported no remaining Philip Morris position as of Q1 2019 after selling out during the quarter.
  • Domani Wealth sold 6,414 Philip Morris shares in Q1 2019, an estimated $428K.
  • Domani Wealth first reported a position in Philip Morris in Q1 2015 and held it in 15 quarters.
  • Domani Wealth's Philip Morris position peaked at $1.49M in Q1 2016.
  • 1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Domani Wealth's 13F filing for Q1 2019, filed 24 Apr 2019.