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440 Investment Group’s Philip Morris PM Stock Holding History

440 Investment 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
Q4 		$1.49M Sell
14,070
-2,000
-12% -$213K 1.06% 25
2017
Q3 		$1.78M Buy
16,070
+11,620
+261% +$1.35M 1.36% 19
2017
Q2 		$523K Hold
4,450
– – 0.42% 56
2017
Q1 		$502K Buy
+4,450
New +$459K 0.45% 54

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

440 Investment Group's PM Position: Q4 2017 in Review

440 Investment Group reduced its Philip Morris (PM) stake by 12% in Q4 2017, selling an estimated $213K and leaving 14,070 shares worth $1.49M. The position accounts for 1.06% of the portfolio, ranked #25.

440 Investment Group first reported a position in PM in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.78M in Q3 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • 440 Investment Group held 14,070 shares of Philip Morris worth $1.49M as of Q4 2017.
  • 440 Investment Group sold 2,000 Philip Morris shares in Q4 2017, an estimated $213K.
  • Philip Morris made up 1.06% of 440 Investment Group's portfolio in Q4 2017, its #25 holding.
  • 440 Investment Group first reported a position in Philip Morris in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Philip Morris position peaked at $1.78M in Q3 2017.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.