Kays Financial Advisory’s Philip Morris PM Stock Holding History

Kays Financial Advisory’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 Q1	–	Sell	-3,104	Closed	-$328K	–	89
2017 Q4	$328K	Buy	3,104 +1,300	+72%	+$139K	0.1%	69
2017 Q3	$200K	Sell	1,804 -1	-0.1%	-$116	0.06%	80
2017 Q2	$212K	Buy	1,805 +5	+0.3%	+$579	0.07%	71
2017 Q1	$204K	Buy	+1,800	New	+$186K	0.07%	69

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kays Financial Advisory's PM Position: Q1 2018 in Review

Kays Financial Advisory sold out of Philip Morris (PM) in Q1 2018, closing a stake of 3,104 shares — an estimated $328K sold.

Kays Financial Advisory first reported a position in PM in Q1 2017 and held it in 4 quarters. The position peaked at $328K in Q4 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

Kays Financial Advisory reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
Kays Financial Advisory sold 3,104 Philip Morris shares in Q1 2018, an estimated $328K.
Kays Financial Advisory first reported a position in Philip Morris in Q1 2017 and held it in 4 quarters.
Kays Financial Advisory's Philip Morris position peaked at $328K in Q4 2017.
1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Kays Financial Advisory's 13F filing for Q1 2018, filed 1 Nov 2018.