Muhlenkamp & Co’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-245,487	Closed	-$21.4M	–	66
2013 Q4	$21.4M	Hold	245,487	–	–	3.73%	6
2013 Q3	$21.3M	Buy	245,487 +1,545	+0.6%	+$134K	4.23%	6
2013 Q2	$21.1M	Buy	+243,942	New	+$21.1M	4.4%	4