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Sanibel Captiva Investment Advisers’s Philip Morris PM Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$3.53M Buy
40,515
+2,333
+6% +$204K 2.18% 14
2013
Q3 		$3.31M Buy
38,182
+4,295
+13% +$376K 2.55% 11
2013
Q2 		$2.94M Buy
+33,887
New +$3.15M 2.86% 7

Other funds holding PM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $315B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanibel Captiva Investment Advisers's PM Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Philip Morris (PM) stake by 6.1% in Q4 2013, buying an estimated $204K and bringing the position to 40,515 shares worth $3.53M. The position accounts for 2.18% of the portfolio, ranked #14.

Sanibel Captiva Investment Advisers first reported a position in PM in Q2 2013 and has held it in 3 quarters since. 1,403 funds tracked by Wall St. Rank hold PM as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 40,515 shares of Philip Morris worth $3.53M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 2,333 Philip Morris shares in Q4 2013, an estimated $204K.
  • Philip Morris made up 2.18% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #14 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Philip Morris in Q2 2013 and has held it in 3 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Philip Morris as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.