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Smart Portfolios LLC’s Philip Morris PM Stock Holding History

Smart Portfolios LLC’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
-487
Closed -$43K – 163
2019
Q1 		$43K Hold
487
– – 0.04% 101
2018
Q4 		$33K Hold
487
– – 0.03% 95
2018
Q3 		$40K Hold
487
– – 0.02% 92
2018
Q2 		$39K Hold
487
– – 0.03% 89
2018
Q1 		$48K Buy
+487
New +$50.7K 0.03% 77

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
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

Smart Portfolios LLC's PM Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Philip Morris (PM) in Q2 2019, closing a stake of 487 shares — an estimated $43K sold.

Smart Portfolios LLC first reported a position in PM in Q1 2018 and held it in 5 quarters. The position peaked at $48K in Q1 2018. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 487 Philip Morris shares in Q2 2019, an estimated $43K.
  • Smart Portfolios LLC first reported a position in Philip Morris in Q1 2018 and held it in 5 quarters.
  • Smart Portfolios LLC's Philip Morris position peaked at $48K in Q1 2018.
  • 1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.