Vector Wealth Management’s Philip Morris PM Stock Holding History

Vector 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
2016 Q4	$265K	Hold	2,902	–	–	0.19%	69
2016 Q3	$283K	Sell	2,902 -22	-0.8%	-$2.2K	0.19%	65
2016 Q2	$298K	Buy	2,924 +22	+0.8%	+$2.19K	0.2%	61
2016 Q1	$285K	Hold	2,902	–	–	0.21%	62
2015 Q4	$256K	Hold	2,902	–	–	0.2%	65
2015 Q3	$253K	Buy	2,902 +4	+0.1%	+$329	0.2%	64
2015 Q2	$232K	Sell	2,898 -296	-9%	-$24.4K	0.18%	70
2015 Q1	$241K	Sell	3,194 -190	-6%	-$15.4K	0.2%	65
2014 Q4	$275K	Buy	3,384 +4	+0.1%	+$344	0.21%	55
2014 Q3	$282K	Buy	3,380 +109	+3%	+$9.22K	0.21%	44
2014 Q2	$276K	Buy	3,271 +74	+2%	+$6.37K	0.2%	41
2014 Q1	$262K	Sell	3,197 -1	-0%	-$81	0.19%	39
2013 Q4	$279K	Buy	3,198 +3	+0.1%	+$262	0.2%	39
2013 Q3	$276K	Sell	3,195 -182	-5%	-$15.9K	0.2%	44
2013 Q2	$292K	Buy	+3,377	New	+$314K	0.21%	40

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

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

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

Vector Wealth Management's PM Position: Q4 2016 in Review

Vector Wealth Management held its Philip Morris (PM) position steady in Q4 2016 at 2,902 shares worth $265K. The position accounts for 0.19% of the portfolio, ranked #69.

Vector Wealth Management first reported a position in PM in Q2 2013 and has held it in 15 quarters since. The position peaked at $298K in Q2 2016. 1,548 funds tracked by Wall St. Rank hold PM as of Q4 2016.

Vector Wealth Management held 2,902 shares of Philip Morris worth $265K as of Q4 2016.
Vector Wealth Management left its Philip Morris share count unchanged in Q4 2016.
Philip Morris made up 0.19% of Vector Wealth Management's portfolio in Q4 2016, its #69 holding.
Vector Wealth Management first reported a position in Philip Morris in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Philip Morris position peaked at $298K in Q2 2016.
1,548 funds tracked by Wall St. Rank held Philip Morris as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.