Peachtree Investment Advisors’s Philip Morris PM Stock Holding History

Peachtree Investment 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
2018 Q4	$511K	Sell	7,660 -93	-1%	-$7.77K	0.39%	43
2018 Q3	$632K	Hold	7,753	–	–	0.43%	43
2018 Q2	$626K	Sell	7,753 -326	-4%	-$27.7K	0.45%	40
2018 Q1	$803K	Sell	8,079 -1,050	-12%	-$109K	0.6%	32
2017 Q4	$964K	Sell	9,129 -100	-1%	-$10.7K	0.74%	31
2017 Q3	$1.02M	Hold	9,229	–	–	0.88%	31
2017 Q2	$1.08M	Hold	9,229	–	–	0.93%	33
2017 Q1	$1.04M	Hold	9,229	–	–	0.95%	33
2016 Q4	$844K	Hold	9,229	–	–	0.83%	36
2016 Q3	$897K	Hold	9,229	–	–	0.88%	37
2016 Q2	$939K	Hold	9,229	–	–	0.95%	35
2016 Q1	$905K	Hold	9,229	–	–	0.91%	38
2015 Q4	$811K	Sell	9,229 -1,124	-11%	-$97.6K	0.85%	40
2015 Q3	$821K	Hold	10,353	–	–	0.85%	39
2015 Q2	$830K	Hold	10,353	–	–	0.62%	49
2015 Q1	$780K	Sell	10,353 -63	-0.6%	-$5.11K	0.56%	52
2014 Q4	$821K	Sell	10,416 -1,422	-12%	-$122K	0.55%	50
2014 Q3	$987K	Hold	11,838	–	–	0.66%	36
2014 Q2	$998K	Sell	11,838 -1,333	-10%	-$115K	0.67%	40
2014 Q1	$1.08M	Sell	13,171 -300	-2%	-$24.2K	0.73%	33
2013 Q4	$1.17M	Buy	+13,471	New	+$1.18M	0.8%	30

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peachtree Investment Advisors's PM Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its Philip Morris (PM) stake by 1.2% in Q4 2018, selling an estimated $7.77K and leaving 7,660 shares worth $511K. The position accounts for 0.39% of the portfolio, ranked #43.

Peachtree Investment Advisors first reported a position in PM in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2013. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Peachtree Investment Advisors held 7,660 shares of Philip Morris worth $511K as of Q4 2018.
Peachtree Investment Advisors sold 93 Philip Morris shares in Q4 2018, an estimated $7.77K.
Philip Morris made up 0.39% of Peachtree Investment Advisors's portfolio in Q4 2018, its #43 holding.
Peachtree Investment Advisors first reported a position in Philip Morris in Q4 2013 and has held it in 21 quarters since.
Peachtree Investment Advisors's Philip Morris position peaked at $1.17M in Q4 2013.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.