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Insight 2811 Inc’s Philip Morris PM Stock Holding History

Insight 2811 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
Q3 		– Sell
-4,098
Closed -$331K – 88
2018
Q2 		$331K Hold
4,098
– – 0.23% 60
2018
Q1 		$407K Sell
4,098
-10,340
-72% -$1.08M 0.29% 52
2017
Q4 		$1.52M Sell
14,438
-796
-5% -$84.8K 1.12% 11
2017
Q3 		$1.69M Sell
15,234
-953
-6% -$111K 1.25% 11
2017
Q2 		$1.9M Sell
16,187
-244
-1% -$28.3K 1.45% 10
2017
Q1 		$1.85M Buy
16,431
+1,998
+14% +$206K 1.42% 10
2016
Q4 		$1.32M Buy
14,433
+708
+5% +$65.6K 1.08% 12
2016
Q3 		$1.33M Sell
13,725
-2,700
-16% -$270K 0.83% 23
2016
Q2 		$1.67M Sell
16,425
-550
-3% -$54.9K 0.64% 23
2016
Q1 		$1.67M Sell
16,975
-1,600
-9% -$147K 0.65% 26
2015
Q4 		$1.63M Sell
18,575
-700
-4% -$60.8K 0.77% 20
2015
Q3 		$1.53M Sell
19,275
-300
-2% -$24.7K 0.89% 20
2015
Q2 		$1.57M Buy
19,575
+450
+2% +$37K 0.75% 22
2015
Q1 		$1.44M Buy
19,125
+2,400
+14% +$195K 0.68% 25
2014
Q4 		$1.36M Buy
16,725
+13,200
+374% +$1.13M 0.66% 24
2014
Q3 		$294K Buy
+3,525
New +$298K 0.13% 97
2013
Q3 		– Sell
-200
Closed -$17K – 141
2013
Q2 		$17K Buy
+200
New +$18.6K 0.01% 178

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight 2811 Inc's PM Position: Q3 2018 in Review

Insight 2811 Inc sold out of Philip Morris (PM) in Q3 2018, closing a stake of 4,098 shares — an estimated $331K sold.

Insight 2811 Inc first reported a position in PM in Q2 2013 and held it in 17 quarters. The position peaked at $1.9M in Q2 2017. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

  • Insight 2811 Inc reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
  • Insight 2811 Inc sold 4,098 Philip Morris shares in Q3 2018, an estimated $331K.
  • Insight 2811 Inc first reported a position in Philip Morris in Q2 2013 and held it in 17 quarters.
  • Insight 2811 Inc's Philip Morris position peaked at $1.9M in Q2 2017.
  • 1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on Insight 2811 Inc's 13F filing for Q3 2018, filed 2 Nov 2018.