US Financial Advisors’s Philip Morris PM Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-300	Closed	-$29K	–	305
2016 Q1	$29K	Sell	300 -3,655	-92%	-$335K	0.05%	128
2015 Q4	$348K	Buy	3,955 +355	+10%	+$30.8K	0.33%	40
2015 Q3	$286K	Hold	3,600	–	–	0.48%	39
2015 Q2	$289K	Sell	3,600 -102	-3%	-$8.39K	0.27%	43
2015 Q1	$279K	Buy	3,702 +3,450	+1,369%	+$280K	0.25%	45
2014 Q4	$21K	Buy	+252	New	+$21.6K	0.02%	181

Other funds holding PM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's PM Position: Q2 2016 in Review

US Financial Advisors sold out of Philip Morris (PM) in Q2 2016, closing a stake of 300 shares — an estimated $29K sold.

US Financial Advisors first reported a position in PM in Q4 2014 and held it in 6 quarters. The position peaked at $348K in Q4 2015. 1,535 funds tracked by Wall St. Rank hold PM as of Q2 2016.

US Financial Advisors reported no remaining Philip Morris position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 300 Philip Morris shares in Q2 2016, an estimated $29K.
US Financial Advisors first reported a position in Philip Morris in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Philip Morris position peaked at $348K in Q4 2015.
1,535 funds tracked by Wall St. Rank held Philip Morris as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.