Pinnacle Advisory Group’s Philip Morris PM Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$3.12M	Buy	+35,189	New	+$2.99M	0.14%	64
2018 Q3	–	Sell	-34,483	Closed	-$2.78M	–	172
2018 Q2	$2.78M	Sell	34,483 -949	-3%	-$80.5K	0.17%	41
2018 Q1	$3.52M	Sell	35,432 -87	-0.2%	-$9.06K	0.21%	35
2017 Q4	$3.75M	Sell	35,519 -8,734	-20%	-$931K	0.22%	35
2017 Q3	$4.91M	Sell	44,253 -786	-2%	-$91.5K	0.3%	33
2017 Q2	$5.29M	Sell	45,039 -37	-0.1%	-$4.29K	0.34%	37
2017 Q1	$5.09M	Buy	45,076 +19,598	+77%	+$2.02M	0.33%	37
2016 Q4	$2.33M	Buy	25,478 +21,157	+490%	+$1.96M	0.16%	42
2016 Q3	$415K	Buy	4,321 +2,006	+87%	+$201K	0.03%	76
2016 Q2	$235K	Sell	2,315 -35	-1%	-$3.49K	0.02%	117
2016 Q1	$230K	Sell	2,350 -524	-18%	-$48K	0.02%	100
2015 Q4	$252K	Buy	+2,874	New	+$249K	0.02%	96
2014 Q4	–	Sell	-2,404	Closed	-$200K	–	155
2014 Q3	$200K	Buy	2,404 +22	+0.9%	+$1.86K	0.03%	123
2014 Q2	$200K	Buy	+2,382	New	+$205K	0.02%	112
2014 Q1	–	Sell	-2,469	Closed	-$215K	–	119
2013 Q4	$215K	Sell	2,469 -55	-2%	-$4.8K	0.03%	85
2013 Q3	$218K	Buy	+2,524	New	+$221K	0.03%	88

Other funds holding PM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return