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R&F Capital Advisors’s Philip Morris PM Stock Holding History

R&F Capital 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
2017
Q1 		– Sell
-20,044
Closed -$1.83M – 796
2016
Q4 		$1.83M Buy
+20,044
New +$1.86M 0.65% 22

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

R&F Capital Advisors's PM Position: Q1 2017 in Review

R&F Capital Advisors sold out of Philip Morris (PM) in Q1 2017, closing a stake of 20,044 shares — an estimated $1.83M sold.

R&F Capital Advisors first reported a position in PM in Q4 2016 and held it in 1 quarter. The position peaked at $1.83M in Q4 2016. 1,616 funds tracked by Wall St. Rank hold PM as of Q1 2017.

  • R&F Capital Advisors reported no remaining Philip Morris position as of Q1 2017 after selling out during the quarter.
  • R&F Capital Advisors sold 20,044 Philip Morris shares in Q1 2017, an estimated $1.83M.
  • R&F Capital Advisors first reported a position in Philip Morris in Q4 2016 and held it in 1 quarter.
  • R&F Capital Advisors's Philip Morris position peaked at $1.83M in Q4 2016.
  • 1,616 funds tracked by Wall St. Rank held Philip Morris as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.