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RPG Investment Advisory’s Philip Morris PM Stock Holding History

RPG Investment Advisory’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
-60
Closed -$5K – 313
2018
Q2 		$5K Sell
60
-185
-76% -$15.7K ﹤0.01% 259
2018
Q1 		$24K Hold
245
– – 0.01% 212
2017
Q4 		$26K Hold
245
– – 0.01% 192
2017
Q3 		$27K Buy
+245
New +$28.5K 0.01% 183

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

RPG Investment Advisory's PM Position: Q3 2018 in Review

RPG Investment Advisory sold out of Philip Morris (PM) in Q3 2018, closing a stake of 60 shares — an estimated $5K sold.

RPG Investment Advisory first reported a position in PM in Q3 2017 and held it in 4 quarters. The position peaked at $27K in Q3 2017. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

  • RPG Investment Advisory reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 60 Philip Morris shares in Q3 2018, an estimated $5K.
  • RPG Investment Advisory first reported a position in Philip Morris in Q3 2017 and held it in 4 quarters.
  • RPG Investment Advisory's Philip Morris position peaked at $27K in Q3 2017.
  • 1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on RPG Investment Advisory's 13F filing for Q3 2018, filed 5 Nov 2018.