Polaris Wealth Advisory Group’s Philip Morris PM Stock Holding History

Polaris Wealth 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
2018 Q4	–	Sell	-651	Closed	-$53K	–	366
2018 Q3	$53K	Buy	651 +236	+57%	+$19.4K	﹤0.01%	243
2018 Q2	$41K	Hold	415	–	–	﹤0.01%	141
2018 Q1	$41K	Buy	+415	New	+$43.2K	﹤0.01%	232
2014 Q2	–	Sell	-100	Closed	-$8K	–	125
2014 Q1	$8K	Hold	100	–	–	﹤0.01%	134
2013 Q4	$9K	Hold	100	–	–	﹤0.01%	152
2013 Q3	$8.66K	Hold	100	–	–	﹤0.01%	118
2013 Q2	$8.66K	Buy	+100	New	+$9.29K	﹤0.01%	126

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

Polaris Wealth Advisory Group's PM Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Philip Morris (PM) in Q4 2018, closing a stake of 651 shares — an estimated $53K sold.

Polaris Wealth Advisory Group first reported a position in PM in Q2 2013 and held it in 7 quarters. The position peaked at $53K in Q3 2018. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 651 Philip Morris shares in Q4 2018, an estimated $53K.
Polaris Wealth Advisory Group first reported a position in Philip Morris in Q2 2013 and held it in 7 quarters.
Polaris Wealth Advisory Group's Philip Morris position peaked at $53K in Q3 2018.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.