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Karp Capital Management’s Philip Morris PM Stock Holding History

Karp Capital Management’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
2019
Q1 		– Sell
-220
Closed -$15K – 302
2018
Q4 		$15K Buy
+220
New +$18.4K 0.01% 244
2017
Q4 		– Sell
-14,585
Closed -$1.62M – 121
2017
Q3 		$1.62M Buy
14,585
+31
+0.2% +$3.61K 0.75% 52
2017
Q2 		$1.71M Buy
14,554
+1,526
+12% +$177K 0.85% 49
2017
Q1 		$1.47M Sell
13,028
-290
-2% -$29.9K 0.83% 50
2016
Q4 		$1.22M Sell
13,318
-391
-3% -$36.2K 0.8% 48
2016
Q3 		$1.33M Sell
13,709
-1,121
-8% -$112K 0.85% 50
2016
Q2 		$1.51M Buy
14,830
+14
+0.1% +$1.4K 1% 45
2016
Q1 		$1.45M Sell
14,816
-2,606
-15% -$239K 1% 47
2015
Q4 		$1.53M Buy
17,422
+661
+4% +$57.4K 0.89% 49
2015
Q3 		$1.33M Buy
16,761
+8,209
+96% +$676K 0.91% 40
2015
Q2 		$686K Buy
8,552
+7
+0.1% +$576 0.46% 57
2015
Q1 		$644K Sell
8,545
-193
-2% -$15.7K 0.44% 59
2014
Q4 		$712K Buy
+8,738
New +$750K 0.52% 55

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Karp Capital Management's PM Position: Q1 2019 in Review

Karp Capital Management sold out of Philip Morris (PM) in Q1 2019, closing a stake of 220 shares — an estimated $15K sold.

Karp Capital Management first reported a position in PM in Q4 2014 and held it in 13 quarters. The position peaked at $1.71M in Q2 2017. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

  • Karp Capital Management reported no remaining Philip Morris position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 220 Philip Morris shares in Q1 2019, an estimated $15K.
  • Karp Capital Management first reported a position in Philip Morris in Q4 2014 and held it in 13 quarters.
  • Karp Capital Management's Philip Morris position peaked at $1.71M in Q2 2017.
  • 1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.