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Russell Clark Investment Management’s Philip Morris PM Stock Holding History

Russell Clark 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 		– Sell
-182,500
Closed -$21.4M – 67
2017
Q2 		$21.4M Sell
182,500
-144,500
-44% -$16.7M 5.99% 2
2017
Q1 		$36.9M Buy
+327,000
New +$33.7M 6.17% 2
2013
Q3 		– Sell
-48,300
Closed -$4.18M – 27
2013
Q2 		$4.18M Buy
+48,300
New +$4.49M 1.77% 19

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
Massachusetts Financial Services
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

Russell Clark Investment Management's PM Position: Q3 2017 in Review

Russell Clark Investment Management sold out of Philip Morris (PM) in Q3 2017, closing a stake of 182,500 shares — an estimated $21.4M sold.

Russell Clark Investment Management first reported a position in PM in Q2 2013 and held it in 3 quarters. The position peaked at $36.9M in Q1 2017. 1,634 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • Russell Clark Investment Management reported no remaining Philip Morris position as of Q3 2017 after selling out during the quarter.
  • Russell Clark Investment Management sold 182,500 Philip Morris shares in Q3 2017, an estimated $21.4M.
  • Russell Clark Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 3 quarters.
  • Russell Clark Investment Management's Philip Morris position peaked at $36.9M in Q1 2017.
  • 1,634 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on Russell Clark Investment Management's 13F filing for Q3 2017, filed 20 Oct 2017.