Independent Investors Inc’s Philip Morris PM Stock Holding History

Independent Investors Inc’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
2018 Q4	–	Sell	-2,500	Closed	-$203K	–	75
2018 Q3	$203K	Sell	2,500 -8,100	-76%	-$665K	0.07%	75
2018 Q2	$855K	Sell	10,600 -2,000	-16%	-$170K	0.34%	56
2018 Q1	$1.25M	Hold	12,600	–	–	0.5%	43
2017 Q4	$1.33M	Sell	12,600 -600	-5%	-$63.9K	0.52%	44
2017 Q3	$1.47M	Hold	13,200	–	–	0.61%	42
2017 Q2	$1.55M	Hold	13,200	–	–	0.67%	36
2017 Q1	$1.49M	Hold	13,200	–	–	0.63%	39
2016 Q4	$1.21M	Hold	13,200	–	–	0.56%	43
2016 Q3	$1.28M	Sell	13,200 -600	-4%	-$60.1K	0.59%	41
2016 Q2	$1.4M	Hold	13,800	–	–	0.68%	39
2016 Q1	$1.35M	Hold	13,800	–	–	0.65%	40
2015 Q4	$1.21M	Hold	13,800	–	–	0.59%	43
2015 Q3	$1.09M	Hold	13,800	–	–	0.54%	46
2015 Q2	$1.11M	Hold	13,800	–	–	0.5%	48
2015 Q1	$1.04M	Hold	13,800	–	–	0.47%	46
2014 Q4	$1.12M	Hold	13,800	–	–	0.5%	46
2014 Q3	$1.15M	Hold	13,800	–	–	0.52%	48
2014 Q2	$1.16M	Hold	13,800	–	–	0.53%	48
2014 Q1	$1.13M	Hold	13,800	–	–	0.54%	45
2013 Q4	$1.2M	Hold	13,800	–	–	0.58%	43
2013 Q3	$1.19M	Hold	13,800	–	–	0.63%	44
2013 Q2	$1.2M	Buy	+13,800	New	+$1.28M	0.66%	43

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 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Independent Investors Inc's PM Position: Q4 2018 in Review

Independent Investors Inc sold out of Philip Morris (PM) in Q4 2018, closing a stake of 2,500 shares — an estimated $203K sold.

Independent Investors Inc first reported a position in PM in Q2 2013 and held it in 22 quarters. The position peaked at $1.55M in Q2 2017. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Independent Investors Inc reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
Independent Investors Inc sold 2,500 Philip Morris shares in Q4 2018, an estimated $203K.
Independent Investors Inc first reported a position in Philip Morris in Q2 2013 and held it in 22 quarters.
Independent Investors Inc's Philip Morris position peaked at $1.55M in Q2 2017.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Independent Investors Inc's 13F filing for Q4 2018, filed 14 Jan 2019.