HWP
PM icon

Hefty Wealth Partners’s Philip Morris PM Stock Holding History

Hefty Wealth Partners’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 		$8K Hold
84
– – 0.01% 191
2017
Q4 		$9K Hold
84
– – 0.01% 189
2017
Q3 		$9K Hold
84
– – 0.01% 185
2017
Q2 		$9K Hold
84
– – 0.01% 172
2017
Q1 		$9K Hold
84
– – 0.01% 175
2016
Q4 		$7K Hold
84
– – 0.01% 178
2016
Q3 		$8K Hold
84
– – 0.01% 183
2016
Q2 		$8K Hold
84
– – 0.01% 153
2016
Q1 		$8K Hold
84
– – 0.01% 160
2015
Q4 		$7K Buy
+84
New +$7.29K 0.01% 154

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hefty Wealth Partners's PM Position: Q1 2018 in Review

Hefty Wealth Partners held its Philip Morris (PM) position steady in Q1 2018 at 84 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #191.

Hefty Wealth Partners first reported a position in PM in Q4 2015 and has held it in 10 quarters since. The position peaked at $9K in Q4 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

  • Hefty Wealth Partners held 84 shares of Philip Morris worth $8K as of Q1 2018.
  • Hefty Wealth Partners left its Philip Morris share count unchanged in Q1 2018.
  • Philip Morris made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #191 holding.
  • Hefty Wealth Partners first reported a position in Philip Morris in Q4 2015 and has held it in 10 quarters since.
  • Hefty Wealth Partners's Philip Morris position peaked at $9K in Q4 2017.
  • 1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.