Loeb Partners Corp’s Philip Morris PM Stock Holding History

Loeb Partners Corp’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	-150	Closed	-$10K	–	241
2018 Q4	$10K	Buy	+150	New	+$12.5K	﹤0.01%	230
2015 Q3	–	Sell	-4,000	Closed	-$321K	–	183
2015 Q2	$321K	Sell	4,000 -1,000	-20%	-$82.3K	0.09%	136
2015 Q1	$377K	Sell	5,000 -5,000	-50%	-$406K	0.11%	130
2014 Q4	$814K	Hold	10,000	–	–	0.24%	91
2014 Q3	$834K	Hold	10,000	–	–	0.28%	87
2014 Q2	$843K	Hold	10,000	–	–	0.26%	87
2014 Q1	$819K	Sell	10,000 -11,025	-52%	-$891K	0.27%	85
2013 Q4	$1.83M	Sell	21,025 -19,600	-48%	-$1.71M	0.58%	47
2013 Q3	$3.52M	Hold	40,625	–	–	1.19%	25
2013 Q2	$3.52M	Buy	+40,625	New	+$3.77M	1.29%	23

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Loeb Partners Corp's PM Position: Q1 2019 in Review

Loeb Partners Corp sold out of Philip Morris (PM) in Q1 2019, closing a stake of 150 shares — an estimated $10K sold.

Loeb Partners Corp first reported a position in PM in Q2 2013 and held it in 10 quarters. The position peaked at $3.52M in Q2 2013. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

Loeb Partners Corp reported no remaining Philip Morris position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 150 Philip Morris shares in Q1 2019, an estimated $10K.
Loeb Partners Corp first reported a position in Philip Morris in Q2 2013 and held it in 10 quarters.
Loeb Partners Corp's Philip Morris position peaked at $3.52M in Q2 2013.
1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.