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Wheatland Advisors’s Philip Morris PM Stock Holding History

Wheatland 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
2018
Q2 		– Sell
-4,360
Closed -$433K – 98
2018
Q1 		$433K Buy
4,360
+3
+0.1% +$312 0.36% 72
2017
Q4 		$460K Buy
4,357
+3
+0.1% +$320 0.37% 74
2017
Q3 		$483K Buy
4,354
+3
+0.1% +$349 0.41% 71
2017
Q2 		$511K Buy
4,351
+2
+0% +$232 0.46% 67
2017
Q1 		$491K Buy
4,349
+1,804
+71% +$186K 0.44% 66
2016
Q4 		$233K Buy
2,545
+3
+0.1% +$278 0.21% 86
2016
Q3 		$247K Buy
2,542
+2
+0.1% +$200 0.23% 84
2016
Q2 		$258K Sell
2,540
-197
-7% -$19.6K 0.25% 78
2016
Q1 		$269K Buy
2,737
+3
+0.1% +$275 0.28% 77
2015
Q4 		$240K Buy
2,734
+3
+0.1% +$260 0.25% 78
2015
Q3 		$217K Buy
2,731
+4
+0.1% +$329 0.24% 81
2015
Q2 		$219K Buy
2,727
+3
+0.1% +$247 0.21% 84
2015
Q1 		$205K Buy
2,724
+3
+0.1% +$243 0.2% 82
2014
Q4 		$222K Buy
2,721
+3
+0.1% +$258 0.22% 82
2014
Q3 		$227K Buy
2,718
+3
+0.1% +$254 0.23% 81
2014
Q2 		$835K Buy
2,715
+3
+0.1% +$258 0.76% 50
2014
Q1 		$222K Buy
2,712
+1
+0% +$81 0.23% 79
2013
Q4 		$236K Buy
+2,711
New +$237K 0.25% 77

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wheatland Advisors's PM Position: Q2 2018 in Review

Wheatland Advisors sold out of Philip Morris (PM) in Q2 2018, closing a stake of 4,360 shares — an estimated $433K sold.

Wheatland Advisors first reported a position in PM in Q4 2013 and held it in 18 quarters. The position peaked at $835K in Q2 2014. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • Wheatland Advisors reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • Wheatland Advisors sold 4,360 Philip Morris shares in Q2 2018, an estimated $433K.
  • Wheatland Advisors first reported a position in Philip Morris in Q4 2013 and held it in 18 quarters.
  • Wheatland Advisors's Philip Morris position peaked at $835K in Q2 2014.
  • 1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Wheatland Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.