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WealthShield’s Philip Morris PM Stock Holding History

WealthShield’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
Q4 		$274K Buy
+2,623
New +$279K 0.17% 104

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield's PM Position: Q4 2017 in Review

WealthShield opened a new position in Philip Morris (PM) in Q4 2017: 2,623 shares worth $274K. The stake represents 0.17% of the portfolio and ranks #104 among its holdings.

1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • WealthShield held 2,623 shares of Philip Morris worth $274K as of Q4 2017.
  • Philip Morris was a new WealthShield position in Q4 2017.
  • Philip Morris made up 0.17% of WealthShield's portfolio in Q4 2017, its #104 holding.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.