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Signature Wealth Management Group’s Philip Morris PM Stock Holding History

Signature Wealth Management Group’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
Q4 		– Sell
-125
Closed -$11K – 241
2018
Q3 		$11K Hold
125
– – 0.01% 179
2018
Q2 		$10K Hold
125
– – 0.01% 186
2018
Q1 		$12K Sell
125
-75
-38% -$7.81K 0.01% 169
2017
Q4 		$21K Buy
+200
New +$21.3K 0.02% 141

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Signature Wealth Management Group's PM Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Philip Morris (PM) in Q4 2018, closing a stake of 125 shares — an estimated $11K sold.

Signature Wealth Management Group first reported a position in PM in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q4 2017. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 125 Philip Morris shares in Q4 2018, an estimated $11K.
  • Signature Wealth Management Group first reported a position in Philip Morris in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Philip Morris position peaked at $21K in Q4 2017.
  • 1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.