Shufro Rose & Co’s Philip Morris PM Stock Holding History

Shufro Rose & Co’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
2019 Q2	–	Sell	-1,500	Closed	-$133K	–	311
2019 Q1	$133K	Buy	+1,500	New	+$121K	0.01%	272

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shufro Rose & Co's PM Position: Q1 2020 in Review

Shufro Rose & Co sold out of Philip Morris (PM) in Q1 2020, closing a stake of 2,700 shares — an estimated $230K sold.

Shufro Rose & Co first reported a position in PM in Q2 2013 and held it in 8 quarters. The position peaked at $474K in Q4 2013. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

Shufro Rose & Co reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
Shufro Rose & Co sold 2,700 Philip Morris shares in Q1 2020, an estimated $230K.
Shufro Rose & Co first reported a position in Philip Morris in Q2 2013 and held it in 8 quarters.
Shufro Rose & Co's Philip Morris position peaked at $474K in Q4 2013.
1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Shufro Rose & Co's 13F filing for Q1 2020, filed 22 Apr 2020.