AIP
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ARS Investment Partners’s Philip Morris PM Stock Holding History

ARS Investment Partners’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
-23,768
Closed -$2.36M – 148
2018
Q1 		$2.36M Hold
23,768
– – 0.29% 60
2017
Q4 		$2.51M Hold
23,768
– – 0.3% 61
2017
Q3 		$2.64M Hold
23,768
– – 0.34% 57
2017
Q2 		$2.79M Hold
23,768
– – 0.39% 58
2017
Q1 		$2.68M Sell
23,768
-2,240
-9% -$231K 0.39% 58
2016
Q4 		$2.38M Buy
+26,008
New +$2.41M 0.37% 65

Other funds holding PM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ARS Investment Partners's PM Position: Q2 2018 in Review

ARS Investment Partners sold out of Philip Morris (PM) in Q2 2018, closing a stake of 23,768 shares — an estimated $2.36M sold.

ARS Investment Partners first reported a position in PM in Q4 2016 and held it in 6 quarters. The position peaked at $2.79M in Q2 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • ARS Investment Partners reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 23,768 Philip Morris shares in Q2 2018, an estimated $2.36M.
  • ARS Investment Partners first reported a position in Philip Morris in Q4 2016 and held it in 6 quarters.
  • ARS Investment Partners's Philip Morris position peaked at $2.79M in Q2 2017.
  • 1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.