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Vontobel Swiss Wealth Advisors’s Philip Morris PM Stock Holding History

Vontobel Swiss Wealth 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
-2,400
Closed -$235K – 81
2016
Q1 		$235K Buy
+2,400
New +$220K 0.12% 64

Other funds holding PM

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Capital Research Global Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's PM Position: Q2 2016 in Review

Vontobel Swiss Wealth Advisors sold out of Philip Morris (PM) in Q2 2016, closing a stake of 2,400 shares — an estimated $235K sold.

Vontobel Swiss Wealth Advisors first reported a position in PM in Q1 2016 and held it in 1 quarter. The position peaked at $235K in Q1 2016. 1,535 funds tracked by Wall St. Rank hold PM as of Q2 2016.

  • Vontobel Swiss Wealth Advisors reported no remaining Philip Morris position as of Q2 2016 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 2,400 Philip Morris shares in Q2 2016, an estimated $235K.
  • Vontobel Swiss Wealth Advisors first reported a position in Philip Morris in Q1 2016 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Philip Morris position peaked at $235K in Q1 2016.
  • 1,535 funds tracked by Wall St. Rank held Philip Morris as of Q2 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.