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Lyons Wealth Management’s Philip Morris PM Stock Holding History

Lyons 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
2014
Q3 		– Sell
-12,134
Closed -$1.02M – 81
2014
Q2 		$1.02M Buy
+12,134
New +$1.04M 0.91% 21

Other funds holding PM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lyons Wealth Management's PM Position: Q3 2014 in Review

Lyons Wealth Management sold out of Philip Morris (PM) in Q3 2014, closing a stake of 12,134 shares — an estimated $1.02M sold.

Lyons Wealth Management first reported a position in PM in Q2 2014 and held it in 1 quarter. The position peaked at $1.02M in Q2 2014. 1,364 funds tracked by Wall St. Rank hold PM as of Q3 2014.

  • Lyons Wealth Management reported no remaining Philip Morris position as of Q3 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 12,134 Philip Morris shares in Q3 2014, an estimated $1.02M.
  • Lyons Wealth Management first reported a position in Philip Morris in Q2 2014 and held it in 1 quarter.
  • Lyons Wealth Management's Philip Morris position peaked at $1.02M in Q2 2014.
  • 1,364 funds tracked by Wall St. Rank held Philip Morris as of Q3 2014.

Based on Lyons Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.