Financial Advisory Group’s Philip Morris PM Stock Holding History

Financial Advisory Group’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 Q1	–	Sell	-3,725	Closed	-$394K	–	67
2017 Q4	$394K	Hold	3,725	–	–	0.12%	47
2017 Q3	$414K	Sell	3,725 -724	-16%	-$84.3K	0.14%	41
2017 Q2	$522K	Buy	4,449 +7	+0.2%	+$811	0.18%	38
2017 Q1	$502K	Buy	4,442 +7	+0.2%	+$722	0.17%	39
2016 Q4	$406K	Buy	4,435 +8	+0.2%	+$741	0.16%	41
2016 Q3	$430K	Buy	4,427 +6	+0.1%	+$601	0.18%	39
2016 Q2	$450K	Buy	4,421 +7	+0.2%	+$698	0.22%	38
2016 Q1	$433K	Sell	4,414 -768	-15%	-$70.4K	0.21%	40
2015 Q4	$456K	Buy	+5,182	New	+$450K	0.22%	36

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Financial Advisory Group's PM Position: Q1 2018 in Review

Financial Advisory Group sold out of Philip Morris (PM) in Q1 2018, closing a stake of 3,725 shares — an estimated $394K sold.

Financial Advisory Group first reported a position in PM in Q4 2015 and held it in 9 quarters. The position peaked at $522K in Q2 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

Financial Advisory Group reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
Financial Advisory Group sold 3,725 Philip Morris shares in Q1 2018, an estimated $394K.
Financial Advisory Group first reported a position in Philip Morris in Q4 2015 and held it in 9 quarters.
Financial Advisory Group's Philip Morris position peaked at $522K in Q2 2017.
1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Financial Advisory Group's 13F filing for Q1 2018, filed 14 May 2018.