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Ullmann Wealth Partners Group’s Philip Morris PM Stock Holding History

Ullmann Wealth Partners 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
Q3 		– Sell
-35
Closed -$4K – 110
2017
Q2 		$4K Buy
+35
New +$4.05K ﹤0.01% 152

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ullmann Wealth Partners Group's PM Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Philip Morris (PM) in Q3 2017, closing a stake of 35 shares — an estimated $4K sold.

Ullmann Wealth Partners Group first reported a position in PM in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 1,635 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 35 Philip Morris shares in Q3 2017, an estimated $4K.
  • Ullmann Wealth Partners Group first reported a position in Philip Morris in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Philip Morris position peaked at $4K in Q2 2017.
  • 1,635 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.