Midas Management’s Philip Morris PM Stock Holding History

Midas 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
2019 Q2	$2.28M	Hold	29,000	–	–	0.99%	52
2019 Q1	$2.56M	Hold	29,000	–	–	1.09%	39
2018 Q4	$1.94M	Hold	29,000	–	–	0.93%	54
2018 Q3	$2.37M	Hold	29,000	–	–	1.06%	43
2018 Q2	$2.34M	Hold	29,000	–	–	1.11%	42
2018 Q1	$2.88M	Hold	29,000	–	–	1.35%	17
2017 Q4	$3.06M	Hold	29,000	–	–	1.22%	23
2017 Q3	$3.22M	Hold	29,000	–	–	1.7%	8
2017 Q2	$3.41M	Hold	29,000	–	–	1.81%	3
2017 Q1	$3.27M	Hold	29,000	–	–	1.72%	2
2016 Q4	$2.65M	Hold	29,000	–	–	1.25%	8
2016 Q3	$2.82M	Hold	29,000	–	–	1.73%	7
2016 Q2	$2.95M	Sell	29,000 -5,000	-15%	-$499K	1.67%	4
2016 Q1	$3.33M	Hold	34,000	–	–	1.73%	3
2015 Q4	$2.99M	Hold	34,000	–	–	1.78%	4
2015 Q3	$2.7M	Hold	34,000	–	–	1.74%	6
2015 Q2	$2.73M	Hold	34,000	–	–	1.47%	9
2015 Q1	$2.56M	Buy	34,000 +24,000	+240%	+$1.95M	1.28%	12
2014 Q4	$815K	Hold	10,000	–	–	0.42%	100
2014 Q3	$834K	Hold	10,000	–	–	0.46%	95
2014 Q2	$843K	Hold	10,000	–	–	0.54%	89
2014 Q1	$819K	Hold	10,000	–	–	0.38%	111
2013 Q4	$871K	Hold	10,000	–	–	0.41%	112
2013 Q3	$866K	Hold	10,000	–	–	0.55%	86
2013 Q2	$866K	Buy	+10,000	New	+$929K	0.58%	89

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Midas Management's PM Position: Q2 2019 in Review

Midas Management held its Philip Morris (PM) position steady in Q2 2019 at 29,000 shares worth $2.28M. The position accounts for 0.99% of the portfolio, ranked #52.

Midas Management first reported a position in PM in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.41M in Q2 2017. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

Midas Management held 29,000 shares of Philip Morris worth $2.28M as of Q2 2019.
Midas Management left its Philip Morris share count unchanged in Q2 2019.
Philip Morris made up 0.99% of Midas Management's portfolio in Q2 2019, its #52 holding.
Midas Management first reported a position in Philip Morris in Q2 2013 and has held it in 25 quarters since.
Midas Management's Philip Morris position peaked at $3.41M in Q2 2017.
1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Midas Management's 13F filing for Q2 2019, filed 9 Jul 2019.