MIM
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Midwest Investment Management’s Philip Morris PM Stock Holding History

Midwest 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
2017
Q3 		$244K Sell
2,200
-100
-4% -$11.6K 0.2% 49
2017
Q2 		$270K Hold
2,300
– – 0.23% 47
2017
Q1 		$259K Hold
2,300
– – 0.22% 47
2016
Q4 		$210K Sell
2,300
-175
-7% -$16.2K 0.18% 48
2016
Q3 		$240K Sell
2,475
-200
-7% -$20K 0.21% 51
2016
Q2 		$272K Hold
2,675
– – 0.22% 47
2016
Q1 		$262K Hold
2,675
– – 0.21% 46
2015
Q4 		$235K Hold
2,675
– – 0.2% 46
2015
Q3 		$212K Sell
2,675
-200
-7% -$16.5K 0.18% 49
2015
Q2 		$230K Sell
2,875
-100
-3% -$8.23K 0.18% 52
2015
Q1 		$224K Sell
2,975
-200
-6% -$16.2K 0.17% 52
2014
Q4 		$258K Sell
3,175
-100
-3% -$8.59K 0.19% 51
2014
Q3 		$273K Sell
3,275
-250
-7% -$21.1K 0.2% 53
2014
Q2 		$297K Hold
3,525
– – 0.22% 54
2014
Q1 		$288K Hold
3,525
– – 0.22% 54
2013
Q4 		$307K Buy
3,525
+100
+3% +$8.73K 0.23% 58
2013
Q3 		$296K Buy
+3,425
New +$299K 0.25% 57

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Midwest Investment Management's PM Position: Q3 2017 in Review

Midwest Investment Management reduced its Philip Morris (PM) stake by 4.3% in Q3 2017, selling an estimated $11.6K and leaving 2,200 shares worth $244K. The position accounts for 0.2% of the portfolio, ranked #49.

Midwest Investment Management first reported a position in PM in Q3 2013 and has held it in 17 quarters since. The position peaked at $307K in Q4 2013. 1,636 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Midwest Investment Management held 2,200 shares of Philip Morris worth $244K as of Q3 2017.
  • Midwest Investment Management sold 100 Philip Morris shares in Q3 2017, an estimated $11.6K.
  • Philip Morris made up 0.2% of Midwest Investment Management's portfolio in Q3 2017, its #49 holding.
  • Midwest Investment Management first reported a position in Philip Morris in Q3 2013 and has held it in 17 quarters since.
  • Midwest Investment Management's Philip Morris position peaked at $307K in Q4 2013.
  • 1,636 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.