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Planning Solutions Group’s Philip Morris PM Stock Holding History

Planning Solutions 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
2019
Q2 		$485K Sell
6,176
-150
-2% -$12.4K 0.25% 76
2019
Q1 		$559K Buy
6,326
+17
+0.3% +$1.37K 0.3% 69
2018
Q4 		$421K Buy
+6,309
New +$527K 0.26% 76

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's PM Position: Q2 2019 in Review

Planning Solutions Group reduced its Philip Morris (PM) stake by 2.4% in Q2 2019, selling an estimated $12.4K and leaving 6,176 shares worth $485K. The position accounts for 0.25% of the portfolio, ranked #76.

Planning Solutions Group first reported a position in PM in Q4 2018 and has held it in 3 quarters since. The position peaked at $559K in Q1 2019. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

  • Planning Solutions Group held 6,176 shares of Philip Morris worth $485K as of Q2 2019.
  • Planning Solutions Group sold 150 Philip Morris shares in Q2 2019, an estimated $12.4K.
  • Philip Morris made up 0.25% of Planning Solutions Group's portfolio in Q2 2019, its #76 holding.
  • Planning Solutions Group first reported a position in Philip Morris in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Philip Morris position peaked at $559K in Q1 2019.
  • 1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.