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Donald L. Hagan LLC’s Philip Morris PM Stock Holding History

Donald L. Hagan LLC’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
Q3 		– Sell
-1,724
Closed -$202K – 82
2017
Q2 		$202K Buy
+1,724
New +$200K 0.19% 72
2016
Q3 		– Sell
-2,477
Closed -$252K – 79
2016
Q2 		$252K Hold
2,477
– – 0.24% 71
2016
Q1 		$243K Hold
2,477
– – 0.22% 67
2015
Q4 		$218K Hold
2,477
– – 0.22% 67
2015
Q3 		$197K Buy
+2,477
New +$204K 0.18% 70
2015
Q1 		– Sell
-2,877
Closed -$234K – 80
2014
Q4 		$234K Buy
+2,877
New +$247K 0.22% 72

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Donald L. Hagan LLC's PM Position: Q3 2017 in Review

Donald L. Hagan LLC sold out of Philip Morris (PM) in Q3 2017, closing a stake of 1,724 shares — an estimated $202K sold.

Donald L. Hagan LLC first reported a position in PM in Q4 2014 and held it in 6 quarters. The position peaked at $252K in Q2 2016. 1,634 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Donald L. Hagan LLC reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
  • Donald L. Hagan LLC sold 1,724 Philip Morris shares in Q3 2017, an estimated $202K.
  • Donald L. Hagan LLC first reported a position in Philip Morris in Q4 2014 and held it in 6 quarters.
  • Donald L. Hagan LLC's Philip Morris position peaked at $252K in Q2 2016.
  • 1,634 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Donald L. Hagan LLC's 13F filing for Q3 2017, filed 24 Oct 2017.