Nichols & Pratt Advisers’s Philip Morris PM Stock Holding History

Nichols & Pratt Advisers’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
2019 Q2	–	Sell	-2,400	Closed	-$212K	–	108
2019 Q1	$212K	Buy	+2,400	New	+$193K	0.02%	104
2018 Q4	–	Sell	-2,800	Closed	-$228K	–	106
2018 Q3	$228K	Hold	2,800	–	–	0.02%	107
2018 Q2	$226K	Hold	2,800	–	–	0.02%	104
2018 Q1	$278K	Hold	2,800	–	–	0.03%	101
2017 Q4	$296K	Hold	2,800	–	–	0.03%	95
2017 Q3	$311K	Hold	2,800	–	–	0.03%	94
2017 Q2	$329K	Hold	2,800	–	–	0.03%	90
2017 Q1	$316K	Sell	2,800 -600	-18%	-$61.9K	0.03%	90
2016 Q4	$311K	Hold	3,400	–	–	0.03%	91
2016 Q3	$331K	Hold	3,400	–	–	0.03%	92
2016 Q2	$346K	Hold	3,400	–	–	0.03%	100
2016 Q1	$334K	Hold	3,400	–	–	0.03%	102
2015 Q4	$299K	Hold	3,400	–	–	0.03%	105
2015 Q3	$270K	Hold	3,400	–	–	0.03%	105
2015 Q2	$273K	Hold	3,400	–	–	0.03%	106
2015 Q1	$256K	Hold	3,400	–	–	0.02%	111
2014 Q4	$277K	Hold	3,400	–	–	0.02%	110
2014 Q3	$284K	Sell	3,400 -200	-6%	-$16.9K	0.03%	110
2014 Q2	$304K	Hold	3,600	–	–	0.03%	105
2014 Q1	$295K	Hold	3,600	–	–	0.03%	95
2013 Q4	$314K	Hold	3,600	–	–	0.03%	79
2013 Q3	$312K	Hold	3,600	–	–	0.03%	78
2013 Q2	$312K	Buy	+3,600	New	+$335K	0.03%	76

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nichols & Pratt Advisers's PM Position: Q2 2019 in Review

Nichols & Pratt Advisers sold out of Philip Morris (PM) in Q2 2019, closing a stake of 2,400 shares — an estimated $212K sold.

Nichols & Pratt Advisers first reported a position in PM in Q2 2013 and held it in 23 quarters. The position peaked at $346K in Q2 2016. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

Nichols & Pratt Advisers reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
Nichols & Pratt Advisers sold 2,400 Philip Morris shares in Q2 2019, an estimated $212K.
Nichols & Pratt Advisers first reported a position in Philip Morris in Q2 2013 and held it in 23 quarters.
Nichols & Pratt Advisers's Philip Morris position peaked at $346K in Q2 2016.
1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2019, filed 5 Aug 2019.