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Risk Paradigm Group’s Philip Morris PM Stock Holding History

Risk Paradigm 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
Q2 		– Sell
-943
Closed -$93.7K – 183
2018
Q1 		$93.7K Sell
943
-69
-7% -$7.19K 0.12% 116
2017
Q4 		$107K Sell
1,012
-12
-1% -$1.28K 0.11% 123
2017
Q3 		$114K Hold
1,024
– – 0.14% 102
2017
Q2 		$120K Sell
1,024
-531
-34% -$61.5K 0.14% 108
2017
Q1 		$176K Sell
1,555
-804
-34% -$83K 0.2% 90
2016
Q4 		$216K Buy
2,359
+97
+4% +$8.99K 0.24% 89
2016
Q3 		$220K Buy
2,262
+177
+8% +$17.7K 0.16% 102
2016
Q2 		$212K Buy
2,085
+130
+7% +$13K 0.29% 81
2016
Q1 		$192K Buy
1,955
+190
+11% +$17.4K 0.24% 67
2015
Q4 		$155K Buy
1,765
+514
+41% +$44.6K 0.18% 75
2015
Q3 		$99.2K Buy
1,251
+284
+29% +$23.4K 0.2% 65
2015
Q2 		$77.5K Buy
967
+242
+33% +$19.9K 0.07% 99
2015
Q1 		$54.6K Buy
+725
New +$58.8K 0.05% 113

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Risk Paradigm Group's PM Position: Q2 2018 in Review

Risk Paradigm Group sold out of Philip Morris (PM) in Q2 2018, closing a stake of 943 shares — an estimated $93.7K sold.

Risk Paradigm Group first reported a position in PM in Q1 2015 and held it in 13 quarters. The position peaked at $220K in Q3 2016. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • Risk Paradigm Group reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 943 Philip Morris shares in Q2 2018, an estimated $93.7K.
  • Risk Paradigm Group first reported a position in Philip Morris in Q1 2015 and held it in 13 quarters.
  • Risk Paradigm Group's Philip Morris position peaked at $220K in Q3 2016.
  • 1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.