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Lehman Financial Resources’s Philip Morris PM Stock Holding History

Lehman Financial Resources’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
2016
Q4 		– Sell
-36,045
Closed -$3.5M – 62
2016
Q3 		$3.5M Sell
36,045
-150
-0.4% -$15K 2.03% 19
2016
Q2 		$3.68M Sell
36,195
-750
-2% -$74.8K 1.85% 16
2016
Q1 		$3.62M Sell
36,945
-1,850
-5% -$170K 1.93% 16
2015
Q4 		$3.41M Buy
38,795
+150
+0.4% +$13K 1.84% 17
2015
Q3 		$3.06M Sell
38,645
-1,452
-4% -$120K 1.56% 16
2015
Q2 		$3.21M Sell
40,097
-199
-0.5% -$16.4K 1.56% 15
2015
Q1 		$3.04M Buy
40,296
+1,001
+3% +$81.2K 1.4% 20
2014
Q4 		$3.2M Sell
39,295
-1,000
-2% -$85.9K 1.57% 16
2014
Q3 		$3.36M Buy
40,295
+1,200
+3% +$101K 1.75% 12
2014
Q2 		$3.3M Buy
39,095
+2,495
+7% +$215K 1.57% 13
2014
Q1 		$3M Buy
36,600
+250
+0.7% +$20.2K 1.55% 15
2013
Q4 		$3.17M Buy
+36,350
New +$3.17M 1.96% 13

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lehman Financial Resources's PM Position: Q4 2016 in Review

Lehman Financial Resources sold out of Philip Morris (PM) in Q4 2016, closing a stake of 36,045 shares — an estimated $3.5M sold.

Lehman Financial Resources first reported a position in PM in Q4 2013 and held it in 12 quarters. The position peaked at $3.68M in Q2 2016. 1,548 funds tracked by Wall St. Rank hold PM as of Q4 2016.

  • Lehman Financial Resources reported no remaining Philip Morris position as of Q4 2016 after selling out during the quarter.
  • Lehman Financial Resources sold 36,045 Philip Morris shares in Q4 2016, an estimated $3.5M.
  • Lehman Financial Resources first reported a position in Philip Morris in Q4 2013 and held it in 12 quarters.
  • Lehman Financial Resources's Philip Morris position peaked at $3.68M in Q2 2016.
  • 1,548 funds tracked by Wall St. Rank held Philip Morris as of Q4 2016.

Based on Lehman Financial Resources's 13F filing for Q4 2016, filed 6 Feb 2017.