Godshalk Welsh Capital Management’s Philip Morris PM Stock Holding History

Godshalk Welsh 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
2017 Q4	–	Sell	-3,550	Closed	-$394K	–	128
2017 Q3	$394K	Hold	3,550	–	–	0.4%	89
2017 Q2	$417K	Sell	3,550 -100	-3%	-$11.6K	0.41%	85
2017 Q1	$412K	Hold	3,650	–	–	0.4%	87
2016 Q4	$334K	Sell	3,650 -250	-6%	-$23.2K	0.34%	97
2016 Q3	$379K	Hold	3,900	–	–	0.39%	90
2016 Q2	$397K	Sell	3,900 -200	-5%	-$19.9K	0.42%	90
2016 Q1	$402K	Sell	4,100 -200	-5%	-$18.3K	0.42%	90
2015 Q4	$378K	Hold	4,300	–	–	0.39%	93
2015 Q3	$341K	Hold	4,300	–	–	0.37%	96
2015 Q2	$345K	Hold	4,300	–	–	0.35%	100
2015 Q1	$324K	Sell	4,300 -100	-2%	-$8.12K	0.33%	105
2014 Q4	$358K	Buy	+4,400	New	+$378K	0.33%	104

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Godshalk Welsh Capital Management's PM Position: Q4 2017 in Review

Godshalk Welsh Capital Management sold out of Philip Morris (PM) in Q4 2017, closing a stake of 3,550 shares — an estimated $394K sold.

Godshalk Welsh Capital Management first reported a position in PM in Q4 2014 and held it in 12 quarters. The position peaked at $417K in Q2 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

Godshalk Welsh Capital Management reported no remaining Philip Morris position as of Q4 2017 after selling out during the quarter.
Godshalk Welsh Capital Management sold 3,550 Philip Morris shares in Q4 2017, an estimated $394K.
Godshalk Welsh Capital Management first reported a position in Philip Morris in Q4 2014 and held it in 12 quarters.
Godshalk Welsh Capital Management's Philip Morris position peaked at $417K in Q2 2017.
1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.