Financial Sense Advisors’s Philip Morris PM Stock Holding History

Financial Sense 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
2018 Q4	–	Sell	-25,578	Closed	-$2.09M	–	64
2018 Q3	$2.09M	Buy	+25,578	New	+$2.1M	0.88%	21
2018 Q2	–	Sell	-2,715	Closed	-$270K	–	75
2018 Q1	$270K	Sell	2,715 -750	-22%	-$78.1K	0.13%	65
2017 Q4	$366K	Sell	3,465 -367	-10%	-$39.1K	0.17%	54
2017 Q3	$425K	Buy	3,832 +1	+0%	+$116	0.22%	45
2017 Q2	$450K	Sell	3,831 -45,842	-92%	-$5.31M	0.24%	50
2017 Q1	$5.61M	Buy	49,673 +736	+2%	+$75.9K	3.37%	10
2016 Q4	$4.48M	Buy	48,937 +3,307	+7%	+$306K	2.85%	14
2016 Q3	$4.44M	Sell	45,630 -10,016	-18%	-$1M	2.89%	14
2016 Q2	$5.66M	Sell	55,646 -1,404	-2%	-$140K	3.18%	9
2016 Q1	$5.6M	Buy	+57,050	New	+$5.23M	3.26%	10
2014 Q1	–	Sell	-5,841	Closed	-$508K	–	130
2013 Q4	$508K	Sell	5,841 -685	-10%	-$59.8K	0.21%	81
2013 Q3	$565K	Sell	6,526 -4,823	-42%	-$422K	0.25%	76
2013 Q2	$983K	Buy	+11,349	New	+$1.05M	0.44%	53

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 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Financial Sense Advisors's PM Position: Q4 2018 in Review

Financial Sense Advisors sold out of Philip Morris (PM) in Q4 2018, closing a stake of 25,578 shares — an estimated $2.09M sold.

Financial Sense Advisors first reported a position in PM in Q2 2013 and held it in 13 quarters. The position peaked at $5.66M in Q2 2016. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Financial Sense Advisors reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
Financial Sense Advisors sold 25,578 Philip Morris shares in Q4 2018, an estimated $2.09M.
Financial Sense Advisors first reported a position in Philip Morris in Q2 2013 and held it in 13 quarters.
Financial Sense Advisors's Philip Morris position peaked at $5.66M in Q2 2016.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Financial Sense Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.