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Robertson Stephens Advisors’s Philip Morris PM Stock Holding History

Robertson Stephens 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
-2,518
Closed -$233K – 126
2016
Q4 		$233K Buy
+2,518
New +$233K 0.13% 124

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Massachusetts Financial Services
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robertson Stephens Advisors's PM Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Philip Morris (PM) in Q1 2017, closing a stake of 2,518 shares — an estimated $233K sold.

Robertson Stephens Advisors first reported a position in PM in Q4 2016 and held it in 1 quarter. The position peaked at $233K in Q4 2016. 1,615 funds tracked by Wall St. Rank hold PM as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Philip Morris position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 2,518 Philip Morris shares in Q1 2017, an estimated $233K.
  • Robertson Stephens Advisors first reported a position in Philip Morris in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Philip Morris position peaked at $233K in Q4 2016.
  • 1,615 funds tracked by Wall St. Rank held Philip Morris as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.