Taylor Wealth Management Partners’s Philip Morris PM Stock Holding History

Taylor Wealth Management Partners’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	-1,000	Closed	-$67K	–	100
2018 Q4	$67K	Hold	1,000	–	–	0.04%	57
2018 Q3	$82K	Hold	1,000	–	–	0.03%	68
2018 Q2	$81K	Hold	1,000	–	–	0.04%	69
2018 Q1	$99K	Hold	1,000	–	–	0.05%	65
2017 Q4	$106K	Hold	1,000	–	–	0.05%	78
2017 Q3	$111K	Hold	1,000	–	–	0.05%	77
2017 Q2	$117K	Hold	1,000	–	–	0.05%	74
2017 Q1	$113K	Hold	1,000	–	–	0.05%	76
2016 Q4	$91K	Hold	1,000	–	–	0.04%	82
2016 Q3	$97K	Hold	1,000	–	–	0.04%	74
2016 Q2	$102K	Hold	1,000	–	–	0.04%	68
2016 Q1	$98K	Hold	1,000	–	–	0.05%	61
2015 Q4	$88K	Hold	1,000	–	–	0.04%	63
2015 Q3	$79K	Sell	1,000 -550	-35%	-$45.3K	0.04%	64
2015 Q2	$124K	Hold	1,550	–	–	0.04%	56
2015 Q1	$117K	Buy	+1,550	New	+$126K	0.04%	60

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Taylor Wealth Management Partners's PM Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Philip Morris (PM) in Q1 2019, closing a stake of 1,000 shares — an estimated $67K sold.

Taylor Wealth Management Partners first reported a position in PM in Q1 2015 and held it in 16 quarters. The position peaked at $124K in Q2 2015. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Philip Morris position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,000 Philip Morris shares in Q1 2019, an estimated $67K.
Taylor Wealth Management Partners first reported a position in Philip Morris in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Philip Morris position peaked at $124K in Q2 2015.
1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.