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Hollow Brook Wealth Management’s Philip Morris PM Stock Holding History

Hollow Brook Wealth Management’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
Q2 		– Sell
-2,000
Closed -$226K – 49
2017
Q1 		$226K Buy
+2,000
New +$206K 0.18% 37
2014
Q2 		– Sell
-3,700
Closed -$303K – 59
2014
Q1 		$303K Buy
3,700
+500
+16% +$40.4K 0.1% 50
2013
Q4 		$279K Buy
3,200
+600
+23% +$52.4K 0.09% 52
2013
Q3 		$225K Buy
+2,600
New +$227K 0.08% 61

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hollow Brook Wealth Management's PM Position: Q2 2017 in Review

Hollow Brook Wealth Management sold out of Philip Morris (PM) in Q2 2017, closing a stake of 2,000 shares — an estimated $226K sold.

Hollow Brook Wealth Management first reported a position in PM in Q3 2013 and held it in 4 quarters. The position peaked at $303K in Q1 2014. 1,643 funds tracked by Wall St. Rank hold PM as of Q2 2017.

  • Hollow Brook Wealth Management reported no remaining Philip Morris position as of Q2 2017 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 2,000 Philip Morris shares in Q2 2017, an estimated $226K.
  • Hollow Brook Wealth Management first reported a position in Philip Morris in Q3 2013 and held it in 4 quarters.
  • Hollow Brook Wealth Management's Philip Morris position peaked at $303K in Q1 2014.
  • 1,643 funds tracked by Wall St. Rank held Philip Morris as of Q2 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.