XML Securities’s Philip Morris PM Stock Holding History

XML Securities’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	$211K	Buy	+2,122	New	+$221K	0.26%	65

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

XML Securities's PM Position: Q1 2018 in Review

XML Securities opened a new position in Philip Morris (PM) in Q1 2018: 2,122 shares worth $211K. The stake represents 0.26% of the portfolio and ranks #65 among its holdings.

1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

XML Securities held 2,122 shares of Philip Morris worth $211K as of Q1 2018.
Philip Morris was a new XML Securities position in Q1 2018.
Philip Morris made up 0.26% of XML Securities's portfolio in Q1 2018, its #65 holding.
1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.