FinTrust Investment Advisory Services’s Philip Morris PM Stock Holding History

FinTrust Investment Advisory Services’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	$239K	Sell	2,400 -228	-9%	-$23.7K	0.22%	95
2017 Q4	$278K	Buy	2,628 +4	+0.2%	+$426	0.24%	85
2017 Q3	$291K	Buy	+2,624	New	+$305K	0.28%	85
2013 Q3	$286K	Sell	3,305 -73	-2%	-$6.38K	0.59%	46
2013 Q2	$293K	Buy	+3,378	New	+$314K	0.5%	49

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 $315B AUM 27.84% 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

FinTrust Investment Advisory Services's PM Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Philip Morris (PM) stake by 8.7% in Q1 2018, selling an estimated $23.7K and leaving 2,400 shares worth $239K. The position accounts for 0.22% of the portfolio, ranked #95.

FinTrust Investment Advisory Services first reported a position in PM in Q2 2013 and has held it in 5 quarters since. The position peaked at $293K in Q2 2013. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

FinTrust Investment Advisory Services held 2,400 shares of Philip Morris worth $239K as of Q1 2018.
FinTrust Investment Advisory Services sold 228 Philip Morris shares in Q1 2018, an estimated $23.7K.
Philip Morris made up 0.22% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #95 holding.
FinTrust Investment Advisory Services first reported a position in Philip Morris in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's Philip Morris position peaked at $293K in Q2 2013.
1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.