Holt-Smith Advisors’s Philip Morris PM Stock Holding History

Holt-Smith 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
2013 Q2	$450K	Buy	+5,193	New	+$483K	0.63%	49

Other funds holding PM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Holt-Smith Advisors's PM Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Philip Morris (PM) in Q2 2013: 5,193 shares worth $450K. The stake represents 0.63% of the portfolio and ranks #49 among its holdings.

1,308 funds tracked by Wall St. Rank hold PM as of Q2 2013.

Holt-Smith Advisors held 5,193 shares of Philip Morris worth $450K as of Q2 2013.
Philip Morris was a new Holt-Smith Advisors position in Q2 2013.
Philip Morris made up 0.63% of Holt-Smith Advisors's portfolio in Q2 2013, its #49 holding.
1,308 funds tracked by Wall St. Rank held Philip Morris as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.