Steven Check’s Philip Morris PM Stock Holding History

Steven Check’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 Q4	–	Sell	-3,412	Closed	-$271K	–	56
2015 Q3	$271K	Hold	3,412	–	–	0.03%	39
2015 Q2	$274K	Hold	3,412	–	–	0.03%	43
2015 Q1	$257K	Sell	3,412 -600	-15%	-$48.7K	0.02%	45
2014 Q4	$327K	Buy	4,012 +1,612	+67%	+$138K	0.03%	39
2014 Q3	$200K	Buy	+2,400	New	+$203K	0.02%	63

Other funds holding PM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Steven Check's PM Position: Q4 2015 in Review

Steven Check sold out of Philip Morris (PM) in Q4 2015, closing a stake of 3,412 shares — an estimated $271K sold.

Steven Check first reported a position in PM in Q3 2014 and held it in 5 quarters. The position peaked at $327K in Q4 2014. 1,460 funds tracked by Wall St. Rank hold PM as of Q4 2015.

Steven Check reported no remaining Philip Morris position as of Q4 2015 after selling out during the quarter.
Steven Check sold 3,412 Philip Morris shares in Q4 2015, an estimated $271K.
Steven Check first reported a position in Philip Morris in Q3 2014 and held it in 5 quarters.
Steven Check's Philip Morris position peaked at $327K in Q4 2014.
1,460 funds tracked by Wall St. Rank held Philip Morris as of Q4 2015.

Based on Check Capital Management's 13F filing for Q4 2015, filed 15 Jan 2016.