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Paradigm Financial Advisors’s Philip Morris PM Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-827
Closed -$68K – 178
2014
Q1 		$68K Sell
827
-741
-47% -$59.9K 0.06% 105
2013
Q4 		$137K Buy
+1,568
New +$137K 0.13% 84

Other funds holding PM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Financial Advisors's PM Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Philip Morris (PM) in Q2 2014, closing a stake of 827 shares — an estimated $68K sold.

Paradigm Financial Advisors first reported a position in PM in Q4 2013 and held it in 2 quarters. The position peaked at $137K in Q4 2013. 1,385 funds tracked by Wall St. Rank hold PM as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Philip Morris position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 827 Philip Morris shares in Q2 2014, an estimated $68K.
  • Paradigm Financial Advisors first reported a position in Philip Morris in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Philip Morris position peaked at $137K in Q4 2013.
  • 1,385 funds tracked by Wall St. Rank held Philip Morris as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.