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Lawrence B. Cohen’s Philip Morris PM Stock Holding History

Lawrence B. Cohen’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
2017
Q4 		– Sell
-1,848
Closed -$205K – 71
2017
Q3 		$205K Hold
1,848
– – 0.13% 70
2017
Q2 		$217K Sell
1,848
-300
-14% -$34.7K 0.14% 71
2017
Q1 		$243K Buy
+2,148
New +$222K 0.15% 67
2016
Q4 		– Sell
-2,398
Closed -$233K – 78
2016
Q3 		$233K Sell
2,398
-250
-9% -$25K 0.14% 70
2016
Q2 		$269K Buy
2,648
+50
+2% +$4.99K 0.16% 78
2016
Q1 		$255K Hold
2,598
– – 0.17% 62
2015
Q4 		$228K Hold
2,598
– – 0.15% 67
2015
Q3 		$206K Sell
2,598
-250
-9% -$20.6K 0.14% 67
2015
Q2 		$228K Hold
2,848
– – 0.14% 65
2015
Q1 		$215K Sell
2,848
-50
-2% -$4.06K 0.13% 67
2014
Q4 		$236K Buy
2,898
+148
+5% +$12.7K 0.14% 66
2014
Q3 		$229K Sell
2,750
-50
-2% -$4.23K 0.15% 67
2014
Q2 		$236K Hold
2,800
– – 0.15% 65
2014
Q1 		$229K Sell
2,800
-250
-8% -$20.2K 0.16% 64
2013
Q4 		$266K Hold
3,050
– – 0.19% 57
2013
Q3 		$264K Sell
3,050
-250
-8% -$21.9K 0.2% 57
2013
Q2 		$286K Buy
+3,300
New +$307K 0.21% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lawrence B. Cohen's PM Position: Q4 2017 in Review

Lawrence B. Cohen sold out of Philip Morris (PM) in Q4 2017, closing a stake of 1,848 shares — an estimated $205K sold.

Lawrence B. Cohen first reported a position in PM in Q2 2013 and held it in 17 quarters. The position peaked at $286K in Q2 2013. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • Lawrence B. Cohen reported no remaining Philip Morris position as of Q4 2017 after selling out during the quarter.
  • Lawrence B. Cohen sold 1,848 Philip Morris shares in Q4 2017, an estimated $205K.
  • Lawrence B. Cohen first reported a position in Philip Morris in Q2 2013 and held it in 17 quarters.
  • Lawrence B. Cohen's Philip Morris position peaked at $286K in Q2 2013.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Lawrence B. Cohen's 13F filing for Q4 2017, filed 6 Feb 2018.