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Piedmont Investment Advisors’s Philip Morris PM Stock Holding History

Piedmont 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
2020
Q2 		– Sell
-29,762
Closed -$2.17M – 526
2020
Q1 		$2.17M Buy
29,762
+408
+1% +$33.6K 0.09% 197
2019
Q4 		$2.5M Buy
29,354
+5,157
+21% +$425K 0.09% 192
2019
Q3 		$1.84M Sell
24,197
-58,327
-71% -$4.62M 0.07% 210
2019
Q2 		$6.48M Sell
82,524
-54,092
-40% -$4.47M 0.26% 100
2019
Q1 		$12.1M Buy
136,616
+88,618
+185% +$7.14M 0.49% 39
2018
Q4 		$3.2M Buy
47,998
+31,841
+197% +$2.66M 0.15% 140
2018
Q3 		$1.32M Sell
16,157
-51,365
-76% -$4.22M 0.06% 260
2018
Q2 		$5.45M Sell
67,522
-166,090
-71% -$14.1M 0.26% 89
2018
Q1 		$23.2M Sell
233,612
-100,352
-30% -$10.5M 0.62% 37
2017
Q4 		$35.3M Sell
333,964
-11,893
-3% -$1.27M 0.71% 34
2017
Q3 		$38.4M Sell
345,857
-86,985
-20% -$10.1M 0.82% 30
2017
Q2 		$50.8M Buy
432,842
+6,396
+1% +$741K 1.13% 17
2017
Q1 		$48.1M Buy
426,446
+52,215
+14% +$5.39M 1% 22
2016
Q4 		$34.2M Buy
374,231
+54,968
+17% +$5.09M 0.7% 40
2016
Q3 		$31M Sell
319,263
-32,995
-9% -$3.31M 0.67% 46
2016
Q2 		$35.8M Buy
352,258
+4,854
+1% +$484K 0.74% 42
2016
Q1 		$34.1M Buy
347,404
+5,338
+2% +$489K 0.72% 47
2015
Q4 		$30.1M Buy
342,066
+3,026
+0.9% +$263K 0.63% 50
2015
Q3 		$26.9M Buy
339,040
+2,713
+0.8% +$223K 0.61% 51
2015
Q2 		$27M Buy
+336,327
New +$27.7M 0.57% 51
2013
Q4 		– Sell
-791
Closed -$68.5K – 373
2013
Q3 		$68.5K Sell
791
-1,108
-58% -$96.9K ﹤0.01% 159
2013
Q2 		$164K Buy
+1,899
New +$176K 0.01% 210

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Piedmont Investment Advisors's PM Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Philip Morris (PM) in Q2 2020, closing a stake of 29,762 shares — an estimated $2.17M sold.

Piedmont Investment Advisors first reported a position in PM in Q2 2013 and held it in 22 quarters. The position peaked at $50.8M in Q2 2017. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Philip Morris position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 29,762 Philip Morris shares in Q2 2020, an estimated $2.17M.
  • Piedmont Investment Advisors first reported a position in Philip Morris in Q2 2013 and held it in 22 quarters.
  • Piedmont Investment Advisors's Philip Morris position peaked at $50.8M in Q2 2017.
  • 1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.