Gideon Capital Advisors’s Philip Morris PM Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-22,454	Closed	-$1.91M	–	162
2019 Q4	$1.91M	Buy	+22,454	New	+$1.85M	0.66%	54
2019 Q2	–	Sell	-10,493	Closed	-$927K	–	396
2019 Q1	$927K	Sell	10,493 -17,003	-62%	-$1.37M	0.33%	76
2018 Q4	$1.84M	Buy	+27,496	New	+$2.3M	0.75%	22
2018 Q3	–	Sell	-3,877	Closed	-$313K	–	466
2018 Q2	$313K	Buy	+3,877	New	+$329K	0.16%	247
2016 Q4	–	Sell	-22,262	Closed	-$2.16M	–	461
2016 Q3	$2.16M	Buy	+22,262	New	+$2.23M	1.31%	19
2016 Q1	–	Sell	-3,961	Closed	-$348K	–	217
2015 Q4	$348K	Buy	+3,961	New	+$344K	0.25%	131
2015 Q3	–	Sell	-16,276	Closed	-$1.3M	–	302
2015 Q2	$1.3M	Sell	16,276 -4,459	-22%	-$367K	0.54%	69
2015 Q1	$1.56M	Buy	20,735 +9,408	+83%	+$764K	0.63%	56
2014 Q4	$923K	Sell	11,327 -8,398	-43%	-$721K	0.43%	84
2014 Q3	$1.65M	Buy	19,725 +11,932	+153%	+$1.01M	0.64%	47
2014 Q2	$657K	Buy	+7,793	New	+$671K	0.24%	130

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gideon Capital Advisors's PM Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Philip Morris (PM) in Q1 2020, closing a stake of 22,454 shares — an estimated $1.91M sold.

Gideon Capital Advisors first reported a position in PM in Q2 2014 and held it in 11 quarters. The position peaked at $2.16M in Q3 2016. 1,683 funds tracked by Wall St. Rank hold PM as of Q1 2020.

Gideon Capital Advisors reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 22,454 Philip Morris shares in Q1 2020, an estimated $1.91M.
Gideon Capital Advisors first reported a position in Philip Morris in Q2 2014 and held it in 11 quarters.
Gideon Capital Advisors's Philip Morris position peaked at $2.16M in Q3 2016.
1,683 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.