J.M. Hartwell’s Philip Morris PM Stock Holding History

J.M. Hartwell’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
2013 Q3	–	Sell	-2,400	Closed	-$208K	–	103
2013 Q2	$208K	Buy	+2,400	New	+$223K	0.05%	93

Other funds holding PM

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

BIT

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

J.M. Hartwell's PM Position: Q3 2013 in Review

J.M. Hartwell sold out of Philip Morris (PM) in Q3 2013, closing a stake of 2,400 shares — an estimated $208K sold.

J.M. Hartwell first reported a position in PM in Q2 2013 and held it in 1 quarter. The position peaked at $208K in Q2 2013. 1,308 funds tracked by Wall St. Rank hold PM as of Q3 2013.

J.M. Hartwell reported no remaining Philip Morris position as of Q3 2013 after selling out during the quarter.
J.M. Hartwell sold 2,400 Philip Morris shares in Q3 2013, an estimated $208K.
J.M. Hartwell first reported a position in Philip Morris in Q2 2013 and held it in 1 quarter.
J.M. Hartwell's Philip Morris position peaked at $208K in Q2 2013.
1,308 funds tracked by Wall St. Rank held Philip Morris as of Q3 2013.

Based on J.M. Hartwell's 13F filing for Q3 2013, filed 23 Oct 2013.