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Nicola Wealth Management’s Philip Morris PM Stock Holding History

Nicola 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
2018
Q3 		– Sell
-23,818
Closed -$2.53M – 101
2018
Q2 		$2.53M Hold
23,818
– – 0.49% 80
2018
Q1 		$2.37M Buy
+23,818
New +$2.48M 0.48% 79

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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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicola Wealth Management's PM Position: Q3 2018 in Review

Nicola Wealth Management sold out of Philip Morris (PM) in Q3 2018, closing a stake of 23,818 shares — an estimated $2.53M sold.

Nicola Wealth Management first reported a position in PM in Q1 2018 and held it in 2 quarters. The position peaked at $2.53M in Q2 2018. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

  • Nicola Wealth Management reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
  • Nicola Wealth Management sold 23,818 Philip Morris shares in Q3 2018, an estimated $2.53M.
  • Nicola Wealth Management first reported a position in Philip Morris in Q1 2018 and held it in 2 quarters.
  • Nicola Wealth Management's Philip Morris position peaked at $2.53M in Q2 2018.
  • 1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on Nicola Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.