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Fusion Family Wealth’s Philip Morris PM Stock Holding History

Fusion Family 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
2017
Q3 		– Sell
-110
Closed -$13K – 280
2017
Q2 		$13K Buy
110
+1
+0.9% +$116 ﹤0.01% 195
2017
Q1 		$12K Hold
109
– – ﹤0.01% 197
2016
Q4 		$9K Buy
+109
New +$10.1K 0.01% 260

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Family Wealth's PM Position: Q3 2017 in Review

Fusion Family Wealth sold out of Philip Morris (PM) in Q3 2017, closing a stake of 110 shares — an estimated $13K sold.

Fusion Family Wealth first reported a position in PM in Q4 2016 and held it in 3 quarters. The position peaked at $13K in Q2 2017. 1,634 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Fusion Family Wealth reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 110 Philip Morris shares in Q3 2017, an estimated $13K.
  • Fusion Family Wealth first reported a position in Philip Morris in Q4 2016 and held it in 3 quarters.
  • Fusion Family Wealth's Philip Morris position peaked at $13K in Q2 2017.
  • 1,634 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.