Liberty Capital Management’s Philip Morris PM Stock Holding History

Liberty 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
2018 Q1	–	Sell	-604	Closed	-$63K	–	201
2017 Q4	$63K	Hold	604	–	–	0.03%	165
2017 Q3	$66K	Hold	604	–	–	0.04%	171
2017 Q2	$71K	Sell	604 -300	-33%	-$34.7K	0.04%	156
2017 Q1	$102K	Hold	904	–	–	0.06%	128
2016 Q4	$85K	Sell	904 -300	-25%	-$27.8K	0.06%	135
2016 Q3	$116K	Buy	+1,204	New	+$121K	0.08%	121
2016 Q2	–	Sell	-3,304	Closed	-$324K	–	110
2016 Q1	$324K	Sell	3,304 -746	-18%	-$68.4K	0.24%	80
2015 Q4	$356K	Hold	4,050	–	–	0.27%	76
2015 Q3	$321K	Hold	4,050	–	–	0.25%	80
2015 Q2	$325K	Sell	4,050 -1,485	-27%	-$122K	0.22%	88
2015 Q1	$417K	Hold	5,535	–	–	0.28%	79
2014 Q4	$451K	Sell	5,535 -100	-2%	-$8.59K	0.31%	73
2014 Q3	$470K	Sell	5,635 -200	-3%	-$16.9K	0.34%	75
2014 Q2	$492K	Sell	5,835 -950	-14%	-$81.8K	0.35%	75
2014 Q1	$555K	Sell	6,785 -2,740	-29%	-$221K	0.41%	72
2013 Q4	$830K	Hold	9,525	–	–	0.59%	61
2013 Q3	$825K	Sell	9,525 -50	-0.5%	-$4.37K	0.65%	60
2013 Q2	$829K	Buy	+9,575	New	+$890K	0.71%	56

Other funds holding PM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Capital Management's PM Position: Q1 2018 in Review

Liberty Capital Management sold out of Philip Morris (PM) in Q1 2018, closing a stake of 604 shares — an estimated $63K sold.

Liberty Capital Management first reported a position in PM in Q2 2013 and held it in 18 quarters. The position peaked at $830K in Q4 2013. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

Liberty Capital Management reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 604 Philip Morris shares in Q1 2018, an estimated $63K.
Liberty Capital Management first reported a position in Philip Morris in Q2 2013 and held it in 18 quarters.
Liberty Capital Management's Philip Morris position peaked at $830K in Q4 2013.
1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.