IPRC
PM icon

Indices-Pac Research Corporation’s Philip Morris PM Stock Holding History

Indices-Pac Research Corporation’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
Q2 		– Sell
-17,022
Closed -$1.39M – 128
2014
Q1 		$1.39M Sell
17,022
-12,335
-42% -$997K 0.89% 27
2013
Q4 		$2.56M Buy
29,357
+14,926
+103% +$1.3M 1.57% 11
2013
Q3 		$1.25M Sell
14,431
-22,964
-61% -$2.01M 0.82% 38
2013
Q2 		$3.24M Buy
+37,395
New +$3.47M 2.12% 4

Other funds holding PM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Indices-Pac Research Corporation's PM Position: Q2 2014 in Review

Indices-Pac Research Corporation sold out of Philip Morris (PM) in Q2 2014, closing a stake of 17,022 shares — an estimated $1.39M sold.

Indices-Pac Research Corporation first reported a position in PM in Q2 2013 and held it in 4 quarters. The position peaked at $3.24M in Q2 2013. 1,384 funds tracked by Wall St. Rank hold PM as of Q2 2014.

  • Indices-Pac Research Corporation reported no remaining Philip Morris position as of Q2 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 17,022 Philip Morris shares in Q2 2014, an estimated $1.39M.
  • Indices-Pac Research Corporation first reported a position in Philip Morris in Q2 2013 and held it in 4 quarters.
  • Indices-Pac Research Corporation's Philip Morris position peaked at $3.24M in Q2 2013.
  • 1,384 funds tracked by Wall St. Rank held Philip Morris as of Q2 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q2 2014.