LBA Wealth Management’s Philip Morris PM Stock Holding History

LBA Wealth Management’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 Q1	$77K	Buy	679 +36	+6%	+$3.71K	0.04%	168
2016 Q4	$59K	Buy	643 +74	+13%	+$6.86K	0.03%	179
2016 Q3	$55K	Buy	569 +242	+74%	+$24.2K	0.03%	192
2016 Q2	$33K	Hold	327	–	–	0.02%	225
2016 Q1	$32K	Sell	327 -70	-18%	-$6.42K	0.02%	221
2015 Q4	$35K	Sell	397 -90	-18%	-$7.81K	0.02%	226
2015 Q3	$39K	Buy	487 +167	+52%	+$13.7K	0.02%	190
2015 Q2	$26K	Sell	320 -75	-19%	-$6.17K	0.02%	199
2015 Q1	$30K	Buy	+395	New	+$32.1K	0.02%	193
2014 Q1	–	Sell	-201	Closed	-$18K	–	268
2013 Q4	$18K	Buy	+201	New	+$17.6K	0.01%	184

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LBA Wealth Management's PM Position: Q1 2017 in Review

LBA Wealth Management increased its Philip Morris (PM) stake by 5.6% in Q1 2017, buying an estimated $3.71K and bringing the position to 679 shares worth $77K. The position accounts for 0.04% of the portfolio, ranked #168.

LBA Wealth Management first reported a position in PM in Q4 2013 and has held it in 10 quarters since. 1,615 funds tracked by Wall St. Rank hold PM as of Q1 2017.

LBA Wealth Management held 679 shares of Philip Morris worth $77K as of Q1 2017.
LBA Wealth Management bought 36 Philip Morris shares in Q1 2017, an estimated $3.71K.
Philip Morris made up 0.04% of LBA Wealth Management's portfolio in Q1 2017, its #168 holding.
LBA Wealth Management first reported a position in Philip Morris in Q4 2013 and has held it in 10 quarters since.
1,615 funds tracked by Wall St. Rank held Philip Morris as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.