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Family Capital Trust’s Philip Morris PM Stock Holding History

Family Capital Trust’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
Q3 		– Sell
-110
Closed -$9K – 111
2015
Q2 		$9K Buy
+110
New +$9.05K 0.01% 101

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BIT
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Bank of New York Mellon
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BFA
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Barrow, Hanley, Mewhinney & Strauss
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T. Rowe Price Associates
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Family Capital Trust's PM Position: Q3 2015 in Review

Family Capital Trust sold out of Philip Morris (PM) in Q3 2015, closing a stake of 110 shares — an estimated $9K sold.

Family Capital Trust first reported a position in PM in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 1,400 funds tracked by Wall St. Rank hold PM as of Q3 2015.

  • Family Capital Trust reported no remaining Philip Morris position as of Q3 2015 after selling out during the quarter.
  • Family Capital Trust sold 110 Philip Morris shares in Q3 2015, an estimated $9K.
  • Family Capital Trust first reported a position in Philip Morris in Q2 2015 and held it in 1 quarter.
  • Family Capital Trust's Philip Morris position peaked at $9K in Q2 2015.
  • 1,400 funds tracked by Wall St. Rank held Philip Morris as of Q3 2015.

Based on Family Capital Trust's 13F filing for Q3 2015, filed 21 Oct 2015.