Shine Investment Advisory Services’s Philip Morris PM Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$96K	Sell	1,282 -255	-17%	-$19.7K	0.03%	199
2020 Q2	$108K	Sell	1,537 -395	-20%	-$28.8K	0.04%	188
2020 Q1	$141K	Buy	1,932 +316	+20%	+$26K	0.07%	142
2019 Q4	$138K	Hold	1,616	–	–	0.06%	169
2019 Q3	$123K	Buy	1,616 +168	+12%	+$13.3K	0.06%	152
2019 Q2	$114K	Hold	1,448	–	–	0.05%	160
2019 Q1	$128K	Buy	1,448 +133	+10%	+$10.7K	0.06%	151
2018 Q4	$88K	Buy	1,315 +269	+26%	+$22.5K	0.04%	187
2018 Q3	$85K	Sell	1,046 -199	-16%	-$16.3K	0.04%	212
2018 Q2	$101K	Buy	1,245 +592	+91%	+$50.2K	0.05%	172
2018 Q1	$65K	Hold	653	–	–	0.03%	247
2017 Q4	$69K	Buy	653 +48	+8%	+$5.12K	0.03%	241
2017 Q3	$67K	Hold	605	–	–	0.03%	240
2017 Q2	$71K	Buy	+605	New	+$70.1K	0.04%	212

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shine Investment Advisory Services's PM Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Philip Morris (PM) stake by 17% in Q3 2020, selling an estimated $19.7K and leaving 1,282 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #199.

Shine Investment Advisory Services first reported a position in PM in Q2 2017 and has held it in 14 quarters since. The position peaked at $141K in Q1 2020. 1,679 funds tracked by Wall St. Rank hold PM as of Q3 2020.

Shine Investment Advisory Services held 1,282 shares of Philip Morris worth $96K as of Q3 2020.
Shine Investment Advisory Services sold 255 Philip Morris shares in Q3 2020, an estimated $19.7K.
Philip Morris made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #199 holding.
Shine Investment Advisory Services first reported a position in Philip Morris in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Philip Morris position peaked at $141K in Q1 2020.
1,679 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.