Gateway Advisory’s Philip Morris PM Stock Holding History

Gateway Advisory’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 Q2	–	Sell	-2,927	Closed	-$291K	–	76
2018 Q1	$291K	Sell	2,927 -428	-13%	-$44.6K	0.09%	58
2017 Q4	$354K	Sell	3,355 -14,887	-82%	-$1.59M	0.1%	63
2017 Q3	$2.02M	Sell	18,242 -241	-1%	-$28K	0.6%	35
2017 Q2	$2.17M	Sell	18,483 -1,057	-5%	-$122K	0.67%	34
2017 Q1	$2.23M	Buy	+19,540	New	+$2.02M	0.71%	28

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gateway Advisory's PM Position: Q2 2018 in Review

Gateway Advisory sold out of Philip Morris (PM) in Q2 2018, closing a stake of 2,927 shares — an estimated $291K sold.

Gateway Advisory first reported a position in PM in Q1 2017 and held it in 5 quarters. The position peaked at $2.23M in Q1 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

Gateway Advisory reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
Gateway Advisory sold 2,927 Philip Morris shares in Q2 2018, an estimated $291K.
Gateway Advisory first reported a position in Philip Morris in Q1 2017 and held it in 5 quarters.
Gateway Advisory's Philip Morris position peaked at $2.23M in Q1 2017.
1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Gateway Advisory's 13F filing for Q2 2018, filed 25 Jul 2018.