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O'Brien Wealth Partners’s Philip Morris PM Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-15
Closed -$1K – 162
2018
Q3 		$1K Buy
+15
New +$1.23K ﹤0.01% 213
2018
Q2 		– Sell
-15
Closed -$1K – 158
2018
Q1 		$1K Buy
+15
New +$1.56K ﹤0.01% 179

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

O'Brien Wealth Partners's PM Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Philip Morris (PM) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

O'Brien Wealth Partners first reported a position in PM in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 15 Philip Morris shares in Q4 2018, an estimated $1K.
  • O'Brien Wealth Partners first reported a position in Philip Morris in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Philip Morris position peaked at $1K in Q3 2018.
  • 1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.