Sunflower Bank Wealth Management’s Philip Morris PM Stock Holding History

Sunflower Bank 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
2020 Q3	$745K	Hold	9,938	–	–	0.25%	53
2020 Q2	$696K	Hold	9,938	–	–	0.23%	56
2020 Q1	$725K	Sell	9,938 -160	-2%	-$13.2K	0.28%	54
2019 Q4	$860K	Sell	10,098 -147	-1%	-$12.1K	0.26%	58
2019 Q3	$777K	Buy	10,245 +147	+1%	+$11.6K	0.25%	64
2019 Q2	$793K	Hold	10,098	–	–	0.26%	62
2019 Q1	$892K	Sell	10,098 -1,000	-9%	-$80.5K	0.27%	55
2018 Q4	$741K	Sell	11,098 -290	-3%	-$24.2K	0.24%	64
2018 Q3	$929K	Sell	11,388 -480	-4%	-$39.4K	0.26%	58
2018 Q2	$959K	Hold	11,868	–	–	0.28%	57
2018 Q1	$1.18M	Hold	11,868	–	–	0.33%	48
2017 Q4	$1.25M	Buy	+11,868	New	+$1.26M	0.34%	49

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sunflower Bank Wealth Management's PM Position: Q3 2020 in Review

Sunflower Bank Wealth Management held its Philip Morris (PM) position steady in Q3 2020 at 9,938 shares worth $745K. The position accounts for 0.25% of the portfolio, ranked #53.

Sunflower Bank Wealth Management first reported a position in PM in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2017. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

Sunflower Bank Wealth Management held 9,938 shares of Philip Morris worth $745K as of Q3 2020.
Sunflower Bank Wealth Management left its Philip Morris share count unchanged in Q3 2020.
Philip Morris made up 0.25% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #53 holding.
Sunflower Bank Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's Philip Morris position peaked at $1.25M in Q4 2017.
1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.