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Stancorp Investment Advisers’s Philip Morris PM Stock Holding History

Stancorp 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
2015
Q1 		$1.18M Buy
15,709
+6,711
+75% +$545K 0.56% 52
2014
Q4 		$733K Buy
+8,998
New +$773K 0.34% 87

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Stancorp Investment Advisers's PM Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Philip Morris (PM) stake by 75% in Q1 2015, buying an estimated $545K and bringing the position to 15,709 shares worth $1.18M. The position accounts for 0.56% of the portfolio, ranked #52.

Stancorp Investment Advisers first reported a position in PM in Q4 2014 and has held it in 2 quarters since. 1,401 funds tracked by Wall St. Rank hold PM as of Q1 2015.

  • Stancorp Investment Advisers held 15,709 shares of Philip Morris worth $1.18M as of Q1 2015.
  • Stancorp Investment Advisers bought 6,711 Philip Morris shares in Q1 2015, an estimated $545K.
  • Philip Morris made up 0.56% of Stancorp Investment Advisers's portfolio in Q1 2015, its #52 holding.
  • Stancorp Investment Advisers first reported a position in Philip Morris in Q4 2014 and has held it in 2 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Philip Morris as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.