Pratt Collard Advisory Partners’s Philip Morris PM Stock Holding History

Pratt Collard Advisory Partners’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 Q3	–	Sell	-2,666	Closed	-$215K	–	115
2018 Q2	$215K	Sell	2,666 -567	-18%	-$48.1K	0.19%	104
2018 Q1	$321K	Sell	3,233 -566	-15%	-$59K	0.28%	89
2017 Q4	$401K	Buy	+3,799	New	+$405K	0.33%	76

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Pratt Collard Advisory Partners's PM Position: Q3 2018 in Review

Pratt Collard Advisory Partners sold out of Philip Morris (PM) in Q3 2018, closing a stake of 2,666 shares — an estimated $215K sold.

Pratt Collard Advisory Partners first reported a position in PM in Q4 2017 and held it in 3 quarters. The position peaked at $401K in Q4 2017. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

Pratt Collard Advisory Partners reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
Pratt Collard Advisory Partners sold 2,666 Philip Morris shares in Q3 2018, an estimated $215K.
Pratt Collard Advisory Partners first reported a position in Philip Morris in Q4 2017 and held it in 3 quarters.
Pratt Collard Advisory Partners's Philip Morris position peaked at $401K in Q4 2017.
1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on Pratt Collard Advisory Partners's 13F filing for Q3 2018, filed 19 Oct 2018.