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Spectrum Financial Alliance’s Philip Morris PM Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-400
Closed -$26K – 78
2018
Q4 		$26K Hold
400
– – 0.02% 34
2018
Q3 		$32K Hold
400
– – 0.02% 32
2018
Q2 		$32K Hold
400
– – 0.02% 35
2018
Q1 		$39K Buy
+400
New +$41.7K 0.03% 28

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Capital Research Global Investors
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
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Massachusetts Financial Services
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Spectrum Financial Alliance's PM Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Philip Morris (PM) in Q1 2019, closing a stake of 400 shares — an estimated $26K sold.

Spectrum Financial Alliance first reported a position in PM in Q1 2018 and held it in 4 quarters. The position peaked at $39K in Q1 2018. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Philip Morris position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 400 Philip Morris shares in Q1 2019, an estimated $26K.
  • Spectrum Financial Alliance first reported a position in Philip Morris in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Philip Morris position peaked at $39K in Q1 2018.
  • 1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.