Wolf Group Capital Advisors’s Philip Morris PM Stock Holding History

Wolf Group Capital 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 Q1	–	Sell	-3,347	Closed	-$354K	–	105
2017 Q4	$354K	Sell	3,347 -139	-4%	-$14.8K	0.22%	90
2017 Q3	$396K	Sell	3,486 -898	-20%	-$105K	0.28%	86
2017 Q2	$515K	Sell	4,384 -460	-9%	-$53.3K	0.4%	67
2017 Q1	$547K	Buy	4,844 +228	+5%	+$23.5K	0.36%	73
2016 Q4	$422K	Buy	4,616 +1,537	+50%	+$142K	0.28%	78
2016 Q3	$299K	Buy	3,079 +166	+6%	+$16.6K	0.21%	87
2016 Q2	$296K	Buy	2,913 +626	+27%	+$62.4K	0.22%	83
2016 Q1	$224K	Buy	+2,287	New	+$210K	0.17%	94

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wolf Group Capital Advisors's PM Position: Q1 2018 in Review

Wolf Group Capital Advisors sold out of Philip Morris (PM) in Q1 2018, closing a stake of 3,347 shares — an estimated $354K sold.

Wolf Group Capital Advisors first reported a position in PM in Q1 2016 and held it in 8 quarters. The position peaked at $547K in Q1 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

Wolf Group Capital Advisors reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 3,347 Philip Morris shares in Q1 2018, an estimated $354K.
Wolf Group Capital Advisors first reported a position in Philip Morris in Q1 2016 and held it in 8 quarters.
Wolf Group Capital Advisors's Philip Morris position peaked at $547K in Q1 2017.
1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.