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TLW Wealth Management’s Philip Morris PM Stock Holding History

TLW 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
2019
Q1 		– Sell
-3,270
Closed -$218K – 34
2018
Q4 		$218K Buy
+3,270
New +$273K 0.23% 18

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TLW Wealth Management's PM Position: Q1 2019 in Review

TLW Wealth Management sold out of Philip Morris (PM) in Q1 2019, closing a stake of 3,270 shares — an estimated $218K sold.

TLW Wealth Management first reported a position in PM in Q4 2018 and held it in 1 quarter. The position peaked at $218K in Q4 2018. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

  • TLW Wealth Management reported no remaining Philip Morris position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 3,270 Philip Morris shares in Q1 2019, an estimated $218K.
  • TLW Wealth Management first reported a position in Philip Morris in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's Philip Morris position peaked at $218K in Q4 2018.
  • 1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.