KCS Wealth Advisory’s Philip Morris PM Stock Holding History

KCS Wealth 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
2019 Q4	–	Sell	-727	Closed	-$55.2K	–	338
2019 Q3	$55.2K	Buy	+727	New	+$57.6K	0.04%	237

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCS Wealth Advisory's PM Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Philip Morris (PM) in Q4 2019, closing a stake of 727 shares — an estimated $55.2K sold.

KCS Wealth Advisory first reported a position in PM in Q3 2019 and held it in 1 quarter. The position peaked at $55.2K in Q3 2019. 1,822 funds tracked by Wall St. Rank hold PM as of Q4 2019.

KCS Wealth Advisory reported no remaining Philip Morris position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 727 Philip Morris shares in Q4 2019, an estimated $55.2K.
KCS Wealth Advisory first reported a position in Philip Morris in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Philip Morris position peaked at $55.2K in Q3 2019.
1,822 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.