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Everest Capital’s Philip Morris PM Stock Holding History

Everest Capital’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
2016
Q3 		$1.94M Hold
20,000
– – 32.68% 1
2016
Q2 		$2.03M Buy
+20,000
New +$1.99M 49.48% 1

Other funds holding PM

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Everest Capital's PM Position: Q3 2016 in Review

Everest Capital held its Philip Morris (PM) position steady in Q3 2016 at 20,000 shares worth $1.94M. The position accounts for 32.68% of the portfolio, ranked #1.

Everest Capital first reported a position in PM in Q2 2016 and has held it in 2 quarters since. The position peaked at $2.03M in Q2 2016. 1,519 funds tracked by Wall St. Rank hold PM as of Q3 2016.

  • Everest Capital held 20,000 shares of Philip Morris worth $1.94M as of Q3 2016.
  • Everest Capital left its Philip Morris share count unchanged in Q3 2016.
  • Philip Morris made up 32.68% of Everest Capital's portfolio in Q3 2016, its #1 holding.
  • Everest Capital first reported a position in Philip Morris in Q2 2016 and has held it in 2 quarters since.
  • Everest Capital's Philip Morris position peaked at $2.03M in Q2 2016.
  • 1,519 funds tracked by Wall St. Rank held Philip Morris as of Q3 2016.

Based on Everest Capital's 13F filing for Q3 2016, filed 14 Nov 2016.