MIM
PM icon

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

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return