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Lyell Wealth Management’s Philip Morris PM Stock Holding History

Lyell 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
Q4 		– Sell
-5,035
Closed -$564K – 110
2017
Q3 		$564K Sell
5,035
-193
-4% -$22.5K 0.24% 78
2017
Q2 		$619K Buy
5,228
+193
+4% +$22.4K 0.3% 72
2017
Q1 		$574K Sell
5,035
-1,200
-19% -$124K 0.31% 71
2016
Q4 		$577K Buy
+6,235
New +$578K 0.36% 70

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lyell Wealth Management's PM Position: Q4 2017 in Review

Lyell Wealth Management sold out of Philip Morris (PM) in Q4 2017, closing a stake of 5,035 shares — an estimated $564K sold.

Lyell Wealth Management first reported a position in PM in Q4 2016 and held it in 4 quarters. The position peaked at $619K in Q2 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • Lyell Wealth Management reported no remaining Philip Morris position as of Q4 2017 after selling out during the quarter.
  • Lyell Wealth Management sold 5,035 Philip Morris shares in Q4 2017, an estimated $564K.
  • Lyell Wealth Management first reported a position in Philip Morris in Q4 2016 and held it in 4 quarters.
  • Lyell Wealth Management's Philip Morris position peaked at $619K in Q2 2017.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Lyell Wealth Management's 13F filing for Q4 2017, filed 30 Jan 2018.