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Stanford Investment Group’s Philip Morris PM Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-447
Closed -$41K – 206
2016
Q4 		$41K Buy
447
+2
+0.4% +$185 0.02% 159
2016
Q3 		$43K Buy
445
+1
+0.2% +$100 0.02% 167
2016
Q2 		$45K Buy
444
+2
+0.5% +$199 0.02% 151
2016
Q1 		$43K Buy
442
+1
+0.2% +$92 0.02% 148
2015
Q4 		$39K Buy
441
+2
+0.5% +$174 0.02% 152
2015
Q3 		$35K Buy
439
+2
+0.5% +$165 0.03% 152
2015
Q2 		$35K Buy
437
+1
+0.2% +$82 0.03% 168
2015
Q1 		$33K Sell
436
-548
-56% -$44.5K 0.03% 178
2014
Q4 		$80K Buy
+984
New +$84.5K 0.07% 102

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stanford Investment Group's PM Position: Q1 2017 in Review

Stanford Investment Group sold out of Philip Morris (PM) in Q1 2017, closing a stake of 447 shares — an estimated $41K sold.

Stanford Investment Group first reported a position in PM in Q4 2014 and held it in 9 quarters. The position peaked at $80K in Q4 2014. 1,616 funds tracked by Wall St. Rank hold PM as of Q1 2017.

  • Stanford Investment Group reported no remaining Philip Morris position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 447 Philip Morris shares in Q1 2017, an estimated $41K.
  • Stanford Investment Group first reported a position in Philip Morris in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Philip Morris position peaked at $80K in Q4 2014.
  • 1,616 funds tracked by Wall St. Rank held Philip Morris as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.