Check Capital Management’s Philip Morris PM Stock Holding History

Check Capital 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
2015 Q4	–	Sell	-3,412	Closed	-$271K	–	56
2015 Q3	$271K	Hold	3,412	–	–	0.03%	39
2015 Q2	$274K	Hold	3,412	–	–	0.03%	43
2015 Q1	$257K	Sell	3,412 -600	-15%	-$48.7K	0.02%	45
2014 Q4	$327K	Buy	4,012 +1,612	+67%	+$138K	0.03%	39
2014 Q3	$200K	Buy	+2,400	New	+$203K	0.02%	63

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Check Capital Management's PM Position: Q4 2015 in Review

Check Capital Management sold out of Philip Morris (PM) in Q4 2015, closing a stake of 3,412 shares — an estimated $271K sold.

Check Capital Management first reported a position in PM in Q3 2014 and held it in 5 quarters. The position peaked at $327K in Q4 2014. 1,460 funds tracked by Wall St. Rank hold PM as of Q4 2015.

Check Capital Management reported no remaining Philip Morris position as of Q4 2015 after selling out during the quarter.
Check Capital Management sold 3,412 Philip Morris shares in Q4 2015, an estimated $271K.
Check Capital Management first reported a position in Philip Morris in Q3 2014 and held it in 5 quarters.
Check Capital Management's Philip Morris position peaked at $327K in Q4 2014.
1,460 funds tracked by Wall St. Rank held Philip Morris as of Q4 2015.

Based on Check Capital Management's 13F filing for Q4 2015, filed 15 Jan 2016.