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RGT Wealth Advisors’s Philip Morris PM Stock Holding History

RGT Wealth 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
Q4 		– Sell
-2,291
Closed -$254K – 107
2017
Q3 		$254K Hold
2,291
– – 0.17% 74
2017
Q2 		$269K Buy
2,291
+72
+3% +$8.34K 0.18% 60
2017
Q1 		$250K Buy
+2,219
New +$229K 0.17% 73
2016
Q4 		– Sell
-2,094
Closed -$204K – 132
2016
Q3 		$204K Buy
+2,094
New +$210K 0.13% 110

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RGT Wealth Advisors's PM Position: Q4 2017 in Review

RGT Wealth Advisors sold out of Philip Morris (PM) in Q4 2017, closing a stake of 2,291 shares — an estimated $254K sold.

RGT Wealth Advisors first reported a position in PM in Q3 2016 and held it in 4 quarters. The position peaked at $269K in Q2 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • RGT Wealth Advisors reported no remaining Philip Morris position as of Q4 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 2,291 Philip Morris shares in Q4 2017, an estimated $254K.
  • RGT Wealth Advisors first reported a position in Philip Morris in Q3 2016 and held it in 4 quarters.
  • RGT Wealth Advisors's Philip Morris position peaked at $269K in Q2 2017.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on RGT Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.