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Shulman DeMeo Asset Management’s Philip Morris PM Stock Holding History

Shulman DeMeo Asset Management’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
Q4 		– Sell
-2,952
Closed -$224K – 142
2019
Q3 		$224K Buy
2,952
+18
+0.6% +$1.43K 0.08% 118
2019
Q2 		$230K Buy
2,934
+18
+0.6% +$1.49K 0.08% 116
2019
Q1 		$258K Buy
+2,916
New +$235K 0.1% 100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shulman DeMeo Asset Management's PM Position: Q4 2019 in Review

Shulman DeMeo Asset Management sold out of Philip Morris (PM) in Q4 2019, closing a stake of 2,952 shares — an estimated $224K sold.

Shulman DeMeo Asset Management first reported a position in PM in Q1 2019 and held it in 3 quarters. The position peaked at $258K in Q1 2019. 1,822 funds tracked by Wall St. Rank hold PM as of Q4 2019.

  • Shulman DeMeo Asset Management reported no remaining Philip Morris position as of Q4 2019 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 2,952 Philip Morris shares in Q4 2019, an estimated $224K.
  • Shulman DeMeo Asset Management first reported a position in Philip Morris in Q1 2019 and held it in 3 quarters.
  • Shulman DeMeo Asset Management's Philip Morris position peaked at $258K in Q1 2019.
  • 1,822 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2019, filed 15 Jan 2020.