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Lee Financial Group Hawaii’s Philip Morris PM Stock Holding History

Lee Financial Group Hawaii’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
Q2 		– Sell
-13,552
Closed -$1.35M – 31
2018
Q1 		$1.35M Buy
13,552
+572
+4% +$59.6K 1.3% 25
2017
Q4 		$1.37M Buy
+12,980
New +$1.38M 1.27% 27

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial Group Hawaii's PM Position: Q2 2018 in Review

Lee Financial Group Hawaii sold out of Philip Morris (PM) in Q2 2018, closing a stake of 13,552 shares — an estimated $1.35M sold.

Lee Financial Group Hawaii first reported a position in PM in Q4 2017 and held it in 2 quarters. The position peaked at $1.37M in Q4 2017. 1,655 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • Lee Financial Group Hawaii reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 13,552 Philip Morris shares in Q2 2018, an estimated $1.35M.
  • Lee Financial Group Hawaii first reported a position in Philip Morris in Q4 2017 and held it in 2 quarters.
  • Lee Financial Group Hawaii's Philip Morris position peaked at $1.37M in Q4 2017.
  • 1,655 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2018, filed 31 Jul 2018.