MacGuire Cheswick & Tuttle Investment Counsel’s Philip Morris PM Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	$260K	Sell	3,900 -200	-5%	-$16.7K	0.05%	84
2018 Q3	$334K	Sell	4,100 -100	-2%	-$8.21K	0.06%	81
2018 Q2	$339K	Hold	4,200	–	–	0.06%	82
2018 Q1	$417K	Hold	4,200	–	–	0.08%	80
2017 Q4	$444K	Hold	4,200	–	–	0.08%	77
2017 Q3	$466K	Hold	4,200	–	–	0.09%	75
2017 Q2	$493K	Buy	4,200 +1,200	+40%	+$139K	0.1%	71
2017 Q1	$339K	Sell	3,000 -57	-2%	-$5.88K	0.07%	79
2016 Q4	$280K	Hold	3,057	–	–	0.06%	80
2016 Q3	$297K	Hold	3,057	–	–	0.07%	73
2016 Q2	$311K	Sell	3,057 -50	-2%	-$4.99K	0.07%	72
2016 Q1	$305K	Hold	3,107	–	–	0.07%	75
2015 Q4	$273K	Hold	3,107	–	–	0.06%	81
2015 Q3	$246K	Sell	3,107 -60	-2%	-$4.94K	0.06%	84
2015 Q2	$254K	Hold	3,167	–	–	0.06%	85
2015 Q1	$239K	Hold	3,167	–	–	0.05%	92
2014 Q4	$258K	Hold	3,167	–	–	0.06%	92
2014 Q3	$264K	Hold	3,167	–	–	0.06%	88
2014 Q2	$267K	Hold	3,167	–	–	0.06%	84
2014 Q1	$259K	Sell	3,167 -1,000	-24%	-$80.8K	0.06%	83
2013 Q4	$363K	Sell	4,167 -800	-16%	-$69.9K	0.09%	79
2013 Q3	$430K	Sell	4,967 -500	-9%	-$43.7K	0.12%	73
2013 Q2	$474K	Buy	+5,467	New	+$508K	0.14%	72

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

MacGuire Cheswick & Tuttle Investment Counsel's PM Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its Philip Morris (PM) stake by 4.9% in Q4 2018, selling an estimated $16.7K and leaving 3,900 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #84.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in PM in Q2 2013 and has held it in 23 quarters since. The position peaked at $493K in Q2 2017. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 3,900 shares of Philip Morris worth $260K as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel sold 200 Philip Morris shares in Q4 2018, an estimated $16.7K.
Philip Morris made up 0.05% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #84 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Philip Morris in Q2 2013 and has held it in 23 quarters since.
MacGuire Cheswick & Tuttle Investment Counsel's Philip Morris position peaked at $493K in Q2 2017.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.