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King Wealth Management Group’s Philip Morris PM Stock Holding History

King Wealth Management Group’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
-1,402
Closed -$113K – 134
2018
Q2 		$113K Sell
1,402
-5,509
-80% -$468K 0.04% 121
2018
Q1 		$687K Sell
6,911
-2,639
-28% -$275K 0.24% 54
2017
Q4 		$1.01M Sell
9,550
-77
-0.8% -$8.21K 0.36% 44
2017
Q3 		$1.07M Sell
9,627
-180
-2% -$20.9K 0.4% 46
2017
Q2 		$1.15M Sell
9,807
-521
-5% -$60.3K 0.46% 45
2017
Q1 		$1.17M Sell
10,328
-2,167
-17% -$224K 0.49% 40
2016
Q4 		$1.14M Buy
12,495
+2,549
+26% +$236K 0.51% 40
2016
Q3 		$967K Buy
9,946
+45
+0.5% +$4.51K 0.48% 42
2016
Q2 		$1.01M Buy
9,901
+22
+0.2% +$2.19K 0.54% 39
2016
Q1 		$969K Buy
9,879
+11
+0.1% +$1.01K 0.52% 42
2015
Q4 		$868K Sell
9,868
-94
-0.9% -$8.16K 0.48% 48
2015
Q3 		$790K Buy
9,962
+198
+2% +$16.3K 0.49% 42
2015
Q2 		$783K Sell
9,764
-392
-4% -$32.2K 0.43% 47
2015
Q1 		$765K Sell
10,156
-834
-8% -$67.7K 0.44% 46
2014
Q4 		$895K Buy
10,990
+747
+7% +$64.2K 0.48% 48
2014
Q3 		$845K Buy
10,243
+224
+2% +$18.9K 0.53% 44
2014
Q2 		$850K Sell
10,019
-157
-2% -$13.5K 0.52% 46
2014
Q1 		$833K Sell
10,176
-7,624
-43% -$616K 0.57% 41
2013
Q4 		$1.55M Buy
17,800
+119
+0.7% +$10.4K 0.89% 31
2013
Q3 		$1.53M Sell
17,681
-642
-4% -$56.1K 1% 29
2013
Q2 		$1.59M Buy
+18,323
New +$1.7M 1.1% 25

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

King Wealth Management Group's PM Position: Q3 2018 in Review

King Wealth Management Group sold out of Philip Morris (PM) in Q3 2018, closing a stake of 1,402 shares — an estimated $113K sold.

King Wealth Management Group first reported a position in PM in Q2 2013 and held it in 21 quarters. The position peaked at $1.59M in Q2 2013. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

  • King Wealth Management Group reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
  • King Wealth Management Group sold 1,402 Philip Morris shares in Q3 2018, an estimated $113K.
  • King Wealth Management Group first reported a position in Philip Morris in Q2 2013 and held it in 21 quarters.
  • King Wealth Management Group's Philip Morris position peaked at $1.59M in Q2 2013.
  • 1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on King Wealth Management Group's 13F filing for Q3 2018, filed 13 Nov 2018.