PIP
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Perennial Investment Partners’s Philip Morris PM Stock Holding History

Perennial Investment Partners’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
2013
Q3 		– Sell
-22,135
Closed -$1.92M – 91
2013
Q2 		$1.92M Buy
+22,135
New +$2.06M 0.49% 55

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BIT
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Perennial Investment Partners's PM Position: Q3 2013 in Review

Perennial Investment Partners sold out of Philip Morris (PM) in Q3 2013, closing a stake of 22,135 shares — an estimated $1.92M sold.

Perennial Investment Partners first reported a position in PM in Q2 2013 and held it in 1 quarter. The position peaked at $1.92M in Q2 2013. 1,309 funds tracked by Wall St. Rank hold PM as of Q3 2013.

  • Perennial Investment Partners reported no remaining Philip Morris position as of Q3 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 22,135 Philip Morris shares in Q3 2013, an estimated $1.92M.
  • Perennial Investment Partners first reported a position in Philip Morris in Q2 2013 and held it in 1 quarter.
  • Perennial Investment Partners's Philip Morris position peaked at $1.92M in Q2 2013.
  • 1,309 funds tracked by Wall St. Rank held Philip Morris as of Q3 2013.

Based on Perennial Investment Partners's 13F filing for Q3 2013, filed 24 Dec 2013.