Hudson Valley Investment Advisors’s Philip Morris PM Stock Holding History

Hudson Valley Investment 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
2018 Q3	–	Sell	-2,700	Closed	-$218K	–	157
2018 Q2	$218K	Hold	2,700	–	–	0.05%	137
2018 Q1	$268K	Hold	2,700	–	–	0.07%	128
2017 Q4	$285K	Sell	2,700 -39	-1%	-$4.16K	0.07%	131
2017 Q3	$304K	Hold	2,739	–	–	0.08%	128
2017 Q2	$322K	Buy	2,739 +300	+12%	+$34.7K	0.09%	124
2017 Q1	$275K	Sell	2,439 -300	-11%	-$31K	0.08%	131
2016 Q4	$251K	Buy	+2,739	New	+$254K	0.07%	133
2015 Q1	–	Sell	-2,648	Closed	-$216K	–	130
2014 Q4	$216K	Hold	2,648	–	–	0.09%	113
2014 Q3	$221K	Buy	2,648 +240	+10%	+$20.3K	0.09%	116
2014 Q2	$203K	Buy	+2,408	New	+$207K	0.09%	122
2014 Q1	–	Sell	-2,386	Closed	-$208K	–	126
2013 Q4	$208K	Sell	2,386 -562	-19%	-$49.1K	0.09%	115
2013 Q3	$255K	Sell	2,948 -6,521	-69%	-$570K	0.12%	107
2013 Q2	$820K	Buy	+9,469	New	+$880K	0.39%	60

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 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Hudson Valley Investment Advisors's PM Position: Q3 2018 in Review

Hudson Valley Investment Advisors sold out of Philip Morris (PM) in Q3 2018, closing a stake of 2,700 shares — an estimated $218K sold.

Hudson Valley Investment Advisors first reported a position in PM in Q2 2013 and held it in 13 quarters. The position peaked at $820K in Q2 2013. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

Hudson Valley Investment Advisors reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
Hudson Valley Investment Advisors sold 2,700 Philip Morris shares in Q3 2018, an estimated $218K.
Hudson Valley Investment Advisors first reported a position in Philip Morris in Q2 2013 and held it in 13 quarters.
Hudson Valley Investment Advisors's Philip Morris position peaked at $820K in Q2 2013.
1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.