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Rice Partnership’s Philip Morris PM Stock Holding History

Rice Partnership’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
2018
Q3 		– Sell
-3,001
Closed -$242K – 79
2018
Q2 		$242K Hold
3,001
– – 0.16% 66
2018
Q1 		$298K Hold
3,001
– – 0.2% 62
2017
Q4 		$317K Buy
+3,001
New +$320K 0.22% 63

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rice Partnership's PM Position: Q3 2018 in Review

Rice Partnership sold out of Philip Morris (PM) in Q3 2018, closing a stake of 3,001 shares — an estimated $242K sold.

Rice Partnership first reported a position in PM in Q4 2017 and held it in 3 quarters. The position peaked at $317K in Q4 2017. 1,625 funds tracked by Wall St. Rank hold PM as of Q3 2018.

  • Rice Partnership reported no remaining Philip Morris position as of Q3 2018 after selling out during the quarter.
  • Rice Partnership sold 3,001 Philip Morris shares in Q3 2018, an estimated $242K.
  • Rice Partnership first reported a position in Philip Morris in Q4 2017 and held it in 3 quarters.
  • Rice Partnership's Philip Morris position peaked at $317K in Q4 2017.
  • 1,625 funds tracked by Wall St. Rank held Philip Morris as of Q3 2018.

Based on Rice Partnership's 13F filing for Q3 2018, filed 15 Nov 2018.