PFG
PM icon

Pacific Financial Group’s Philip Morris PM Stock Holding History

Pacific Financial 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
2015
Q1 		– Sell
-237
Closed -$19K – 152
2014
Q4 		$19K Buy
+237
New +$20.4K 0.01% 117

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Financial Group's PM Position: Q1 2015 in Review

Pacific Financial Group sold out of Philip Morris (PM) in Q1 2015, closing a stake of 237 shares — an estimated $19K sold.

Pacific Financial Group first reported a position in PM in Q4 2014 and held it in 1 quarter. The position peaked at $19K in Q4 2014. 1,402 funds tracked by Wall St. Rank hold PM as of Q1 2015.

  • Pacific Financial Group reported no remaining Philip Morris position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 237 Philip Morris shares in Q1 2015, an estimated $19K.
  • Pacific Financial Group first reported a position in Philip Morris in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Philip Morris position peaked at $19K in Q4 2014.
  • 1,402 funds tracked by Wall St. Rank held Philip Morris as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.