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Founders Bank & Trust’s Philip Morris PM Stock Holding History

Founders Bank & 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
2014
Q4 		$271K Buy
3,329
+188
+6% +$16.1K 0.14% 85
2014
Q3 		$262K Buy
3,141
+231
+8% +$19.5K 0.15% 85
2014
Q2 		$245K Buy
2,910
+270
+10% +$23.2K 0.14% 88
2014
Q1 		$216K Buy
2,640
+1,813
+219% +$146K 0.13% 91
2013
Q4 		$64K Buy
827
+60
+8% +$5.24K 0.04% 153
2013
Q3 		$67K Buy
767
+54
+8% +$4.72K 0.03% 138
2013
Q2 		$62K Buy
+713
New +$66.3K 0.03% 136

Other funds holding PM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Founders Bank & Trust's PM Position: Q4 2014 in Review

Founders Bank & Trust increased its Philip Morris (PM) stake by 6% in Q4 2014, buying an estimated $16.1K and bringing the position to 3,329 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #85.

Founders Bank & Trust first reported a position in PM in Q2 2013 and has held it in 7 quarters since. 1,433 funds tracked by Wall St. Rank hold PM as of Q4 2014.

  • Founders Bank & Trust held 3,329 shares of Philip Morris worth $271K as of Q4 2014.
  • Founders Bank & Trust bought 188 Philip Morris shares in Q4 2014, an estimated $16.1K.
  • Philip Morris made up 0.14% of Founders Bank & Trust's portfolio in Q4 2014, its #85 holding.
  • Founders Bank & Trust first reported a position in Philip Morris in Q2 2013 and has held it in 7 quarters since.
  • 1,433 funds tracked by Wall St. Rank held Philip Morris as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.