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Mendel Money Management’s Philip Morris PM Stock Holding History

Mendel Money 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
2017
Q4 		$319K Buy
+3,020
New +$322K 0.31% 42
2015
Q2 		$273K Sell
3,400
-150
-4% -$12.3K 0.25% 47
2015
Q1 		$267K Buy
3,550
+100
+3% +$8.12K 0.25% 44
2014
Q4 		$281K Buy
3,450
+650
+23% +$55.8K 0.26% 44
2014
Q3 		$234K Buy
+2,800
New +$237K 0.23% 46

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mendel Money Management's PM Position: Q4 2017 in Review

Mendel Money Management opened a new position in Philip Morris (PM) in Q4 2017: 3,020 shares worth $319K. The stake represents 0.31% of the portfolio and ranks #42 among its holdings. This is a return to the name: Mendel Money Management previously reported a position in PM as recently as Q2 2015.

Mendel Money Management first reported a position in PM in Q3 2014 and has held it in 5 quarters since. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • Mendel Money Management held 3,020 shares of Philip Morris worth $319K as of Q4 2017.
  • Philip Morris was a new Mendel Money Management position in Q4 2017.
  • Philip Morris made up 0.31% of Mendel Money Management's portfolio in Q4 2017, its #42 holding.
  • Mendel Money Management first reported a position in Philip Morris in Q3 2014 and has held it in 5 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Mendel Money Management's 13F filing for Q4 2017, filed 6 Feb 2018.