Wunderlich Capital Managemnt’s Philip Morris PM Stock Holding History

Wunderlich Capital Managemnt’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	-15,289	Closed	-$1.52M	–	95
2018 Q1	$1.52M	Buy	15,289 +169	+1%	+$17.6K	1.04%	45
2017 Q4	$1.6M	Buy	15,120 +374	+3%	+$39.9K	1.11%	46
2017 Q3	$1.64M	Buy	14,746 +215	+1%	+$25K	1.22%	32
2017 Q2	$1.71M	Sell	14,531 -343	-2%	-$39.7K	1.28%	27
2017 Q1	$1.68M	Sell	14,874 -329	-2%	-$33.9K	1.31%	22
2016 Q4	$1.39M	Sell	15,203 -41	-0.3%	-$3.8K	1.13%	48
2016 Q3	$1.48M	Buy	15,244 +413	+3%	+$41.4K	1.18%	38
2016 Q2	$1.51M	Buy	14,831 +66	+0.4%	+$6.58K	1.28%	25
2016 Q1	$1.45M	Sell	14,765 -13	-0.1%	-$1.19K	1.24%	30
2015 Q4	$1.3M	Buy	14,778 +374	+3%	+$32.5K	1.12%	43
2015 Q3	$1.14M	Sell	14,404 -142	-1%	-$11.7K	1.06%	51
2015 Q2	$1.17M	Buy	14,546 +78	+0.5%	+$6.42K	1.13%	44
2015 Q1	$1.08M	Buy	14,468 +225	+2%	+$18.3K	0.98%	56
2014 Q4	$1.16M	Buy	14,243 +599	+4%	+$51.4K	0.98%	61
2014 Q3	$1.13M	Buy	+13,644	New	+$1.15M	1.01%	61
2014 Q2	–	Sell	-12,511	Closed	-$1.02M	–	89
2014 Q1	$1.02M	Buy	12,511 +1,608	+15%	+$130K	0.96%	69
2013 Q4	$950K	Buy	+10,903	New	+$952K	0.91%	60

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wunderlich Capital Managemnt's PM Position: Q2 2018 in Review

Wunderlich Capital Managemnt sold out of Philip Morris (PM) in Q2 2018, closing a stake of 15,289 shares — an estimated $1.52M sold.

Wunderlich Capital Managemnt first reported a position in PM in Q4 2013 and held it in 17 quarters. The position peaked at $1.71M in Q2 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

Wunderlich Capital Managemnt reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
Wunderlich Capital Managemnt sold 15,289 Philip Morris shares in Q2 2018, an estimated $1.52M.
Wunderlich Capital Managemnt first reported a position in Philip Morris in Q4 2013 and held it in 17 quarters.
Wunderlich Capital Managemnt's Philip Morris position peaked at $1.71M in Q2 2017.
1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2018, filed 14 Aug 2018.