Smith & Howard Wealth Management’s Philip Morris PM Stock Holding History

Smith & Howard Wealth 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
2017 Q3	–	Sell	-1,807	Closed	-$212K	–	58
2017 Q2	$212K	Buy	1,807 +4	+0.2%	+$463	0.1%	56
2017 Q1	$204K	Buy	+1,803	New	+$186K	0.1%	55
2014 Q1	–	Sell	-60	Closed	-$5K	–	174
2013 Q4	$5K	Hold	60	–	–	﹤0.01%	219
2013 Q3	$5K	Hold	60	–	–	﹤0.01%	220
2013 Q2	$5K	Buy	+60	New	+$5.58K	﹤0.01%	200

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 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith & Howard Wealth Management's PM Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of Philip Morris (PM) in Q3 2017, closing a stake of 1,807 shares — an estimated $212K sold.

Smith & Howard Wealth Management first reported a position in PM in Q2 2013 and held it in 5 quarters. The position peaked at $212K in Q2 2017. 1,634 funds tracked by Wall St. Rank hold PM as of Q3 2017.

Smith & Howard Wealth Management reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
Smith & Howard Wealth Management sold 1,807 Philip Morris shares in Q3 2017, an estimated $212K.
Smith & Howard Wealth Management first reported a position in Philip Morris in Q2 2013 and held it in 5 quarters.
Smith & Howard Wealth Management's Philip Morris position peaked at $212K in Q2 2017.
1,634 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.