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MYCIO Wealth Partners’s Philip Morris PM Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-15,707
Closed -$1.34M – 291
2019
Q4 		$1.34M Sell
15,707
-435
-3% -$35.9K 0.09% 104
2019
Q3 		$1.23M Buy
16,142
+3,374
+26% +$267K 0.09% 100
2019
Q2 		$1M Sell
12,768
-217
-2% -$17.9K 0.08% 108
2019
Q1 		$1.15M Sell
12,985
-1,660
-11% -$134K 0.09% 93
2018
Q4 		$977K Buy
14,645
+1,788
+14% +$149K 0.09% 102
2018
Q3 		$1.05M Buy
12,857
+118
+0.9% +$9.69K 0.1% 92
2018
Q2 		$1.03M Buy
12,739
+237
+2% +$20.1K 0.11% 91
2018
Q1 		$1.24M Buy
12,502
+8
+0.1% +$833 0.14% 65
2017
Q4 		$1.35M Buy
12,494
+3,620
+41% +$386K 0.15% 63
2017
Q3 		$986K Buy
8,874
+31
+0.4% +$3.61K 0.11% 83
2017
Q2 		$1.04M Sell
8,843
-1,151
-12% -$133K 0.12% 78
2017
Q1 		$1.13M Buy
9,994
+577
+6% +$59.5K 0.14% 72
2016
Q4 		$862K Buy
9,417
+650
+7% +$60.2K 0.12% 83
2016
Q3 		$852K Buy
8,767
+469
+6% +$47K 0.14% 69
2016
Q2 		$844K Buy
8,298
+258
+3% +$25.7K 0.14% 68
2016
Q1 		$789K Buy
8,040
+35
+0.4% +$3.21K 0.14% 66
2015
Q4 		$704K Buy
8,005
+9
+0.1% +$781 0.13% 71
2015
Q3 		$634K Buy
7,996
+9
+0.1% +$741 0.13% 67
2015
Q2 		$640K Sell
7,987
-151
-2% -$12.4K 0.12% 70
2015
Q1 		$613K Buy
8,138
+169
+2% +$13.7K 0.12% 68
2014
Q4 		$649K Buy
7,969
+6
+0.1% +$515 0.14% 66
2014
Q3 		$664K Sell
7,963
-91
-1% -$7.7K 0.16% 63
2014
Q2 		$679K Buy
8,054
+13
+0.2% +$1.12K 0.15% 62
2014
Q1 		$658K Sell
8,041
-100
-1% -$8.08K 0.16% 64
2013
Q4 		$709K Sell
8,141
-84
-1% -$7.34K 0.18% 59
2013
Q3 		$712K Buy
8,225
+4,313
+110% +$377K 0.19% 57
2013
Q2 		$339K Buy
+3,912
New +$364K 0.09% 88

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MYCIO Wealth Partners's PM Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Philip Morris (PM) in Q1 2020, closing a stake of 15,707 shares — an estimated $1.34M sold.

MYCIO Wealth Partners first reported a position in PM in Q2 2013 and held it in 27 quarters. The position peaked at $1.35M in Q4 2017. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 15,707 Philip Morris shares in Q1 2020, an estimated $1.34M.
  • MYCIO Wealth Partners first reported a position in Philip Morris in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Philip Morris position peaked at $1.35M in Q4 2017.
  • 1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.