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Independence Advisors’s Philip Morris PM Stock Holding History

Independence 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
2017
Q4 		– Sell
-2,207
Closed -$245K – 80
2017
Q3 		$245K Buy
2,207
+57
+3% +$6.63K 0.1% 60
2017
Q2 		$253K Sell
2,150
-12
-0.6% -$1.39K 0.1% 62
2017
Q1 		$244K Buy
+2,162
New +$223K 0.1% 61
2016
Q4 		– Sell
-2,268
Closed -$220K – 77
2016
Q3 		$220K Buy
2,268
+195
+9% +$19.5K 0.1% 67
2016
Q2 		$211K Buy
+2,073
New +$207K 0.11% 48

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State Street
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independence Advisors's PM Position: Q4 2017 in Review

Independence Advisors sold out of Philip Morris (PM) in Q4 2017, closing a stake of 2,207 shares — an estimated $245K sold.

Independence Advisors first reported a position in PM in Q2 2016 and held it in 5 quarters. The position peaked at $253K in Q2 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • Independence Advisors reported no remaining Philip Morris position as of Q4 2017 after selling out during the quarter.
  • Independence Advisors sold 2,207 Philip Morris shares in Q4 2017, an estimated $245K.
  • Independence Advisors first reported a position in Philip Morris in Q2 2016 and held it in 5 quarters.
  • Independence Advisors's Philip Morris position peaked at $253K in Q2 2017.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Independence Advisors's 13F filing for Q4 2017, filed 12 Jan 2018.