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
2014 Q4	–	Sell	-15	Closed	-$2K	–	165
2014 Q3	$2K	Buy	+15	New	+$1.27K	﹤0.01%	163

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

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

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

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

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

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.