MacNealy Hoover Investment Management’s Philip Morris PM Stock Holding History

MacNealy Hoover Investment 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	-2,800	Closed	-$296K	–	72
2017 Q4	$296K	Hold	2,800	–	–	0.21%	67
2017 Q3	$311K	Hold	2,800	–	–	0.22%	67
2017 Q2	$329K	Hold	2,800	–	–	0.25%	67
2017 Q1	$316K	Hold	2,800	–	–	0.24%	69
2016 Q4	$256K	Hold	2,800	–	–	0.2%	72
2016 Q3	$272K	Hold	2,800	–	–	0.22%	75
2016 Q2	$285K	Hold	2,800	–	–	0.23%	77
2016 Q1	$275K	Sell	2,800 -550	-16%	-$50.4K	0.22%	79
2015 Q4	$294K	Hold	3,350	–	–	0.25%	76
2015 Q3	$266K	Hold	3,350	–	–	0.24%	77
2015 Q2	$269K	Hold	3,350	–	–	0.22%	77
2015 Q1	$252K	Hold	3,350	–	–	0.22%	80
2014 Q4	$273K	Hold	3,350	–	–	0.23%	77
2014 Q3	$279K	Hold	3,350	–	–	0.24%	75
2014 Q2	$282K	Hold	3,350	–	–	0.25%	78
2014 Q1	$274K	Hold	3,350	–	–	0.25%	80
2013 Q4	$292K	Buy	+3,350	New	+$293K	0.27%	77

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

MacNealy Hoover Investment Management's PM Position: Q1 2018 in Review

MacNealy Hoover Investment Management sold out of Philip Morris (PM) in Q1 2018, closing a stake of 2,800 shares — an estimated $296K sold.

MacNealy Hoover Investment Management first reported a position in PM in Q4 2013 and held it in 17 quarters. The position peaked at $329K in Q2 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

MacNealy Hoover Investment Management reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
MacNealy Hoover Investment Management sold 2,800 Philip Morris shares in Q1 2018, an estimated $296K.
MacNealy Hoover Investment Management first reported a position in Philip Morris in Q4 2013 and held it in 17 quarters.
MacNealy Hoover Investment Management's Philip Morris position peaked at $329K in Q2 2017.
1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on MacNealy Hoover Investment Management's 13F filing for Q1 2018, filed 18 Apr 2018.