Anchor Capital Advisors’s Philip Morris PM Stock Holding History

Anchor 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
2019 Q2	–	Sell	-2,850	Closed	-$252	–	252
2019 Q1	$252	Buy	+2,850	New	+$230K	0.01%	235
2017 Q2	–	Sell	-2,900	Closed	-$327K	–	275
2017 Q1	$327K	Hold	2,900	–	–	0.01%	231
2016 Q4	$265K	Sell	2,900 -1,500	-34%	-$139K	0.01%	250
2016 Q3	$428K	Hold	4,400	–	–	0.01%	222
2016 Q2	$448K	Hold	4,400	–	–	0.01%	215
2016 Q1	$432K	Sell	4,400 -126	-3%	-$11.6K	0.01%	219
2015 Q4	$398K	Buy	4,526 +350	+8%	+$30.4K	0.01%	237
2015 Q3	$331K	Buy	4,176 +2	+0%	+$165	0.01%	237
2015 Q2	$335K	Sell	4,174 -292	-7%	-$24K	0.01%	244
2015 Q1	$336K	Sell	4,466 -770	-15%	-$62.5K	0.01%	251
2014 Q4	$426K	Sell	5,236 -400	-7%	-$34.4K	0.01%	251
2014 Q3	$470K	Sell	5,636 -71	-1%	-$6K	0.01%	250
2014 Q2	$481K	Buy	5,707 +861	+18%	+$74.1K	0.01%	255
2014 Q1	$397K	Hold	4,846	–	–	0.01%	254
2013 Q4	$422K	Buy	4,846 +79	+2%	+$6.9K	0.01%	248
2013 Q3	$413K	Buy	4,767 +17	+0.4%	+$1.49K	0.01%	245
2013 Q2	$411K	Buy	+4,750	New	+$441K	0.01%	242

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anchor Capital Advisors's PM Position: Q2 2019 in Review

Anchor Capital Advisors sold out of Philip Morris (PM) in Q2 2019, closing a stake of 2,850 shares — an estimated $252 sold.

Anchor Capital Advisors first reported a position in PM in Q2 2013 and held it in 17 quarters. The position peaked at $481K in Q2 2014. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

Anchor Capital Advisors reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
Anchor Capital Advisors sold 2,850 Philip Morris shares in Q2 2019, an estimated $252.
Anchor Capital Advisors first reported a position in Philip Morris in Q2 2013 and held it in 17 quarters.
Anchor Capital Advisors's Philip Morris position peaked at $481K in Q2 2014.
1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Anchor Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.