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McNamara Financial Services’s Philip Morris PM Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-100
Closed -$8K – 137
2014
Q4 		$8K Buy
+100
New +$8.59K 0.01% 156

Other funds holding PM

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McNamara Financial Services's PM Position: Q1 2015 in Review

McNamara Financial Services sold out of Philip Morris (PM) in Q1 2015, closing a stake of 100 shares — an estimated $8K sold.

McNamara Financial Services first reported a position in PM in Q4 2014 and held it in 1 quarter. The position peaked at $8K in Q4 2014. 1,402 funds tracked by Wall St. Rank hold PM as of Q1 2015.

  • McNamara Financial Services reported no remaining Philip Morris position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 100 Philip Morris shares in Q1 2015, an estimated $8K.
  • McNamara Financial Services first reported a position in Philip Morris in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Philip Morris position peaked at $8K in Q4 2014.
  • 1,402 funds tracked by Wall St. Rank held Philip Morris as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.