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Windsor Financial Group’s Philip Morris PM Stock Holding History

Windsor Financial Group’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 		$208K Hold
1,775
– – 0.1% 72
2017
Q1 		$200K Buy
+1,775
New +$183K 0.09% 74

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T. Rowe Price Associates
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Capital Research Global Investors
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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

Windsor Financial Group's PM Position: Q2 2017 in Review

Windsor Financial Group held its Philip Morris (PM) position steady in Q2 2017 at 1,775 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #72.

Windsor Financial Group first reported a position in PM in Q1 2017 and has held it in 2 quarters since. 1,642 funds tracked by Wall St. Rank hold PM as of Q2 2017.

  • Windsor Financial Group held 1,775 shares of Philip Morris worth $208K as of Q2 2017.
  • Windsor Financial Group left its Philip Morris share count unchanged in Q2 2017.
  • Philip Morris made up 0.1% of Windsor Financial Group's portfolio in Q2 2017, its #72 holding.
  • Windsor Financial Group first reported a position in Philip Morris in Q1 2017 and has held it in 2 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Philip Morris as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.