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Beach Investment Management’s Philip Morris PM Stock Holding History

Beach Investment Management’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
2013
Q3 		– Sell
-7,945
Closed -$688K – 49
2013
Q2 		$688K Buy
+7,945
New +$738K 1.2% 33

Other funds holding PM

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LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Beach Investment Management's PM Position: Q3 2013 in Review

Beach Investment Management sold out of Philip Morris (PM) in Q3 2013, closing a stake of 7,945 shares — an estimated $688K sold.

Beach Investment Management first reported a position in PM in Q2 2013 and held it in 1 quarter. The position peaked at $688K in Q2 2013. 1,309 funds tracked by Wall St. Rank hold PM as of Q3 2013.

  • Beach Investment Management reported no remaining Philip Morris position as of Q3 2013 after selling out during the quarter.
  • Beach Investment Management sold 7,945 Philip Morris shares in Q3 2013, an estimated $688K.
  • Beach Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 1 quarter.
  • Beach Investment Management's Philip Morris position peaked at $688K in Q2 2013.
  • 1,309 funds tracked by Wall St. Rank held Philip Morris as of Q3 2013.

Based on Beach Investment Management's 13F filing for Q3 2013, filed 6 Nov 2013.