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WFG Advisors’s Philip Morris PM Stock Holding History

WFG 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
2017
Q2 		$1.5M Buy
12,753
+2,951
+30% +$342K 0.34% 80
2017
Q1 		$1.11M Sell
9,802
-7,162
-42% -$739K 0.3% 80
2016
Q4 		$1.55M Sell
16,964
-792
-4% -$73.4K 0.38% 65
2016
Q3 		$1.73M Buy
17,756
+1,844
+12% +$185K 0.43% 57
2016
Q2 		$1.62M Buy
15,912
+82
+0.5% +$8.18K 0.43% 53
2016
Q1 		$1.55M Sell
15,830
-972
-6% -$89.1K 0.45% 47
2015
Q4 		$1.48M Buy
16,802
+3,556
+27% +$309K 0.44% 48
2015
Q3 		$1.05M Buy
13,246
+2,009
+18% +$165K 0.33% 71
2015
Q2 		$901K Sell
11,237
-879
-7% -$72.3K 0.25% 90
2015
Q1 		$913K Sell
12,116
-13,434
-53% -$1.09M 0.25% 82
2014
Q4 		$2.08M Sell
25,550
-4,343
-15% -$373K 0.42% 41
2014
Q3 		$2.49M Sell
29,893
-79
-0.3% -$6.68K 0.47% 31
2014
Q2 		$2.53M Buy
29,972
+132
+0.4% +$11.4K 0.47% 35
2014
Q1 		$2.44M Sell
29,840
-4,675
-14% -$378K 0.49% 27
2013
Q4 		$3.01M Buy
34,515
+1,417
+4% +$124K 0.43% 43
2013
Q3 		$2.87M Buy
33,098
+3,970
+14% +$347K 0.44% 42
2013
Q2 		$2.52M Buy
+29,128
New +$2.71M 0.42% 49

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's PM Position: Q2 2017 in Review

WFG Advisors increased its Philip Morris (PM) stake by 30% in Q2 2017, buying an estimated $342K and bringing the position to 12,753 shares worth $1.5M. The position accounts for 0.34% of the portfolio, ranked #80.

WFG Advisors first reported a position in PM in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.01M in Q4 2013. 1,642 funds tracked by Wall St. Rank hold PM as of Q2 2017.

  • WFG Advisors held 12,753 shares of Philip Morris worth $1.5M as of Q2 2017.
  • WFG Advisors bought 2,951 Philip Morris shares in Q2 2017, an estimated $342K.
  • Philip Morris made up 0.34% of WFG Advisors's portfolio in Q2 2017, its #80 holding.
  • WFG Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Philip Morris position peaked at $3.01M in Q4 2013.
  • 1,642 funds tracked by Wall St. Rank held Philip Morris as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.