INR Advisory Services’s Philip Morris PM Stock Holding History

INR Advisory Services’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	-1,650	Closed	-$133K	–	87
2018 Q2	$133K	Hold	1,650	–	–	0.02%	13
2018 Q1	$164K	Hold	1,650	–	–	0.02%	11
2017 Q4	$174K	Hold	1,650	–	–	0.02%	11
2017 Q3	$183K	Hold	1,650	–	–	0.03%	11
2017 Q2	$194K	Buy	+1,650	New	+$191K	0.03%	11
2016 Q3	–	Sell	-9,228	Closed	-$939K	–	71
2016 Q2	$939K	Hold	9,228	–	–	0.17%	19
2016 Q1	$905K	Hold	9,228	–	–	0.17%	19
2015 Q4	$811K	Hold	9,228	–	–	0.15%	19
2015 Q3	$732K	Hold	9,228	–	–	0.15%	19
2015 Q2	$740K	Hold	9,228	–	–	0.14%	19
2015 Q1	$695K	Hold	9,228	–	–	0.12%	19
2014 Q4	$752K	Hold	9,228	–	–	0.14%	20
2014 Q3	$770K	Hold	9,228	–	–	0.16%	23
2014 Q2	$778K	Hold	9,228	–	–	0.16%	23
2014 Q1	$755K	Hold	9,228	–	–	0.17%	25
2013 Q4	$804K	Hold	9,228	–	–	0.19%	23
2013 Q3	$799K	Hold	9,228	–	–	0.21%	22
2013 Q2	$799K	Buy	+9,228	New	+$857K	0.22%	22

Other funds holding PM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

INR Advisory Services's PM Position: Q3 2018 in Review

INR Advisory Services sold out of Philip Morris (PM) in Q3 2018, closing a stake of 1,650 shares — an estimated $133K sold.

INR Advisory Services first reported a position in PM in Q2 2013 and held it in 18 quarters. The position peaked at $939K in Q2 2016. 1,624 funds tracked by Wall St. Rank hold PM as of Q3 2018.

INR Advisory Services reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
INR Advisory Services sold 1,650 Philip Morris shares in Q3 2018, an estimated $133K.
INR Advisory Services first reported a position in Philip Morris in Q2 2013 and held it in 18 quarters.
INR Advisory Services's Philip Morris position peaked at $939K in Q2 2016.
1,624 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.