IAT Reinsurance’s Philip Morris PM Stock Holding History

IAT Reinsurance’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 Q4	–	Sell	-25,000	Closed	-$2.43M	–	114
2016 Q3	$2.43M	Hold	25,000	–	–	0.47%	33
2016 Q2	$2.54M	Hold	25,000	–	–	1.77%	17
2016 Q1	$2.45M	Hold	25,000	–	–	1.63%	19
2015 Q4	$2.2M	Sell	25,000 -25,000	-50%	-$2.17M	1.46%	22
2015 Q3	$3.97M	Hold	50,000	–	–	0.76%	24
2015 Q2	$4.01M	Sell	50,000 -25,000	-33%	-$2.06M	0.63%	26
2015 Q1	$5.65M	Hold	75,000	–	–	0.86%	20
2014 Q4	$6.11M	Buy	+75,000	New	+$6.44M	0.85%	21

Other funds holding PM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

IAT Reinsurance's PM Position: Q4 2016 in Review

IAT Reinsurance sold out of Philip Morris (PM) in Q4 2016, closing a stake of 25,000 shares — an estimated $2.43M sold.

IAT Reinsurance first reported a position in PM in Q4 2014 and held it in 8 quarters. The position peaked at $6.11M in Q4 2014. 1,548 funds tracked by Wall St. Rank hold PM as of Q4 2016.

IAT Reinsurance reported no remaining Philip Morris position as of Q4 2016 after selling out during the quarter.
IAT Reinsurance sold 25,000 Philip Morris shares in Q4 2016, an estimated $2.43M.
IAT Reinsurance first reported a position in Philip Morris in Q4 2014 and held it in 8 quarters.
IAT Reinsurance's Philip Morris position peaked at $6.11M in Q4 2014.
1,548 funds tracked by Wall St. Rank held Philip Morris as of Q4 2016.

Based on IAT Reinsurance's 13F filing for Q4 2016, filed 13 Feb 2017.