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Windsor Wealth Management’s Philip Morris PM Stock Holding History

Windsor Wealth Management’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
-2,549
Closed -$253K – 128
2018
Q1 		$253K Sell
2,549
-634
-20% -$66K 0.21% 106
2017
Q4 		$336K Buy
+3,183
New +$339K 0.29% 92

Other funds holding PM

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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

Windsor Wealth Management's PM Position: Q2 2018 in Review

Windsor Wealth Management sold out of Philip Morris (PM) in Q2 2018, closing a stake of 2,549 shares — an estimated $253K sold.

Windsor Wealth Management first reported a position in PM in Q4 2017 and held it in 2 quarters. The position peaked at $336K in Q4 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • Windsor Wealth Management reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • Windsor Wealth Management sold 2,549 Philip Morris shares in Q2 2018, an estimated $253K.
  • Windsor Wealth Management first reported a position in Philip Morris in Q4 2017 and held it in 2 quarters.
  • Windsor Wealth Management's Philip Morris position peaked at $336K in Q4 2017.
  • 1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Windsor Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.