Peak Financial Management’s Philip Morris PM Stock Holding History

Peak Financial 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 Q2	–	Sell	-2,188	Closed	-$217K	–	54
2018 Q1	$217K	Hold	2,188	–	–	0.1%	46
2017 Q4	$231K	Hold	2,188	–	–	0.09%	47
2017 Q3	$243K	Hold	2,188	–	–	0.09%	43
2017 Q2	$257K	Hold	2,188	–	–	0.1%	39
2017 Q1	$247K	Hold	2,188	–	–	0.1%	41
2016 Q4	$200K	Hold	2,188	–	–	0.09%	38
2016 Q3	$213K	Hold	2,188	–	–	0.09%	27
2016 Q2	$223K	Buy	+2,188	New	+$218K	0.1%	29

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

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Management's PM Position: Q2 2018 in Review

Peak Financial Management sold out of Philip Morris (PM) in Q2 2018, closing a stake of 2,188 shares — an estimated $217K sold.

Peak Financial Management first reported a position in PM in Q2 2016 and held it in 8 quarters. The position peaked at $257K in Q2 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

Peak Financial Management reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
Peak Financial Management sold 2,188 Philip Morris shares in Q2 2018, an estimated $217K.
Peak Financial Management first reported a position in Philip Morris in Q2 2016 and held it in 8 quarters.
Peak Financial Management's Philip Morris position peaked at $257K in Q2 2017.
1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Peak Financial Management's 13F filing for Q2 2018, filed 19 Jul 2018.