Rockefeller Financial Services’s Philip Morris PM Stock Holding History

Rockefeller Financial Services’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 Q4	$70K	Hold	664	–	–	﹤0.01%	399
2017 Q3	$74K	Buy	664 +200	+43%	+$23.3K	﹤0.01%	398
2017 Q2	$54K	Hold	464	–	–	﹤0.01%	377
2017 Q1	$52K	Hold	464	–	–	﹤0.01%	397
2016 Q4	$42K	Hold	464	–	–	﹤0.01%	427
2016 Q3	$45K	Hold	464	–	–	﹤0.01%	394
2016 Q2	$47K	Hold	464	–	–	﹤0.01%	403
2016 Q1	$46K	Hold	464	–	–	﹤0.01%	430
2015 Q4	$41K	Hold	464	–	–	﹤0.01%	445
2015 Q3	$37K	Hold	464	–	–	﹤0.01%	431
2015 Q2	$37K	Sell	464 -3,600	-89%	-$296K	﹤0.01%	404
2015 Q1	$306K	Buy	4,064 +3,600	+776%	+$292K	0.01%	284
2014 Q4	$38K	Hold	464	–	–	﹤0.01%	398
2014 Q3	$39K	Hold	464	–	–	﹤0.01%	413
2014 Q2	$39K	Hold	464	–	–	﹤0.01%	426
2014 Q1	$38K	Sell	464 -47	-9%	-$3.8K	﹤0.01%	439
2013 Q4	$45K	Buy	511 +47	+10%	+$4.1K	﹤0.01%	418
2013 Q3	$40K	Sell	464 -2,009	-81%	-$176K	﹤0.01%	425
2013 Q2	$214K	Buy	+2,473	New	+$230K	0.01%	324

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Financial Services's PM Position: Q4 2017 in Review

Rockefeller Financial Services held its Philip Morris (PM) position steady in Q4 2017 at 664 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Rockefeller Financial Services first reported a position in PM in Q2 2013 and has held it in 19 quarters since. The position peaked at $306K in Q1 2015. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

Rockefeller Financial Services held 664 shares of Philip Morris worth $70K as of Q4 2017.
Rockefeller Financial Services left its Philip Morris share count unchanged in Q4 2017.
Philip Morris made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #399 holding.
Rockefeller Financial Services first reported a position in Philip Morris in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Philip Morris position peaked at $306K in Q1 2015.
1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.