Lowe Wealth Advisors’s Philip Morris PM Stock Holding History

Lowe Wealth Advisors’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
2015 Q3	–	Sell	-900	Closed	-$72K	–	241
2015 Q2	$72K	Hold	900	–	–	0.05%	57
2015 Q1	$68K	Buy	900 +50	+6%	+$4.06K	0.05%	59
2014 Q4	$69K	Buy	+850	New	+$73K	0.05%	58

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Lowe Wealth Advisors's PM Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of Philip Morris (PM) in Q3 2015, closing a stake of 900 shares — an estimated $72K sold.

Lowe Wealth Advisors first reported a position in PM in Q4 2014 and held it in 3 quarters. The position peaked at $72K in Q2 2015. 1,400 funds tracked by Wall St. Rank hold PM as of Q3 2015.

Lowe Wealth Advisors reported no remaining Philip Morris position as of Q3 2015 after selling out during the quarter.
Lowe Wealth Advisors sold 900 Philip Morris shares in Q3 2015, an estimated $72K.
Lowe Wealth Advisors first reported a position in Philip Morris in Q4 2014 and held it in 3 quarters.
Lowe Wealth Advisors's Philip Morris position peaked at $72K in Q2 2015.
1,400 funds tracked by Wall St. Rank held Philip Morris as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.