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Paulson Wealth Management’s Philip Morris PM Stock Holding History

Paulson 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
Q1 		– Sell
-1,512
Closed -$160K – 410
2017
Q4 		$160K Buy
+1,512
New +$161K 0.14% 124

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paulson Wealth Management's PM Position: Q1 2018 in Review

Paulson Wealth Management sold out of Philip Morris (PM) in Q1 2018, closing a stake of 1,512 shares — an estimated $160K sold.

Paulson Wealth Management first reported a position in PM in Q4 2017 and held it in 1 quarter. The position peaked at $160K in Q4 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

  • Paulson Wealth Management reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 1,512 Philip Morris shares in Q1 2018, an estimated $160K.
  • Paulson Wealth Management first reported a position in Philip Morris in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Philip Morris position peaked at $160K in Q4 2017.
  • 1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.