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New England Investment & Retirement Group’s Philip Morris PM Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-230
Closed -$17K – 174
2020
Q1 		$17K Buy
+230
New +$18.9K 0.01% 124
2018
Q2 		– Sell
-24,269
Closed -$2.41M – 57
2018
Q1 		$2.41M Buy
24,269
+495
+2% +$51.6K 1.32% 26
2017
Q4 		$2.51M Buy
23,774
+642
+3% +$68.4K 1.32% 24
2017
Q3 		$2.57M Sell
23,132
-452
-2% -$52.6K 1.43% 24
2017
Q2 		$2.77M Buy
23,584
+18
+0.1% +$2.08K 1.6% 21
2017
Q1 		$2.66M Buy
23,566
+313
+1% +$32.3K 1.47% 21
2016
Q4 		$2.13M Sell
23,253
-562
-2% -$52.1K 1.16% 28
2016
Q3 		$2.31M Buy
23,815
+313
+1% +$31.4K 1.27% 33
2016
Q2 		$2.39M Buy
+23,502
New +$2.34M 1.41% 30
2013
Q4 		– Sell
-37,599
Closed -$3.26M – 56
2013
Q3 		$3.26M Sell
37,599
-5,167
-12% -$452K 1.99% 15
2013
Q2 		$3.7M Buy
+42,766
New +$3.97M 2.33% 13

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New England Investment & Retirement Group's PM Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Philip Morris (PM) in Q2 2020, closing a stake of 230 shares — an estimated $17K sold.

New England Investment & Retirement Group first reported a position in PM in Q2 2013 and held it in 11 quarters. The position peaked at $3.7M in Q2 2013. 1,662 funds tracked by Wall St. Rank hold PM as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Philip Morris position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 230 Philip Morris shares in Q2 2020, an estimated $17K.
  • New England Investment & Retirement Group first reported a position in Philip Morris in Q2 2013 and held it in 11 quarters.
  • New England Investment & Retirement Group's Philip Morris position peaked at $3.7M in Q2 2013.
  • 1,662 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.