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Jamison Eaton & Wood’s Philip Morris PM Stock Holding History

Jamison Eaton & Wood’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
Q4 		– Sell
-750
Closed -$65K – 180
2013
Q3 		$65K Buy
+750
New +$65.6K 0.02% 159

Other funds holding PM

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jamison Eaton & Wood's PM Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of Philip Morris (PM) in Q4 2013, closing a stake of 750 shares — an estimated $65K sold.

Jamison Eaton & Wood first reported a position in PM in Q3 2013 and held it in 1 quarter. The position peaked at $65K in Q3 2013. 1,403 funds tracked by Wall St. Rank hold PM as of Q4 2013.

  • Jamison Eaton & Wood reported no remaining Philip Morris position as of Q4 2013 after selling out during the quarter.
  • Jamison Eaton & Wood sold 750 Philip Morris shares in Q4 2013, an estimated $65K.
  • Jamison Eaton & Wood first reported a position in Philip Morris in Q3 2013 and held it in 1 quarter.
  • Jamison Eaton & Wood's Philip Morris position peaked at $65K in Q3 2013.
  • 1,403 funds tracked by Wall St. Rank held Philip Morris as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.