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Stillwater Investment Management (Minnesota)’s Philip Morris PM Stock Holding History

Stillwater Investment Management (Minnesota)’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
2018
Q2 		– Sell
-2,291
Closed -$228K – 67
2018
Q1 		$228K Sell
2,291
-710
-24% -$74K 0.1% 66
2017
Q4 		$317K Buy
3,001
+24
+0.8% +$2.56K 0.19% 56
2017
Q3 		$331K Buy
2,977
+21
+0.7% +$2.44K 0.15% 61
2017
Q2 		$347K Buy
2,956
+23
+0.8% +$2.66K 0.16% 60
2017
Q1 		$331K Sell
2,933
-463
-14% -$47.8K 0.16% 65
2016
Q4 		$311K Buy
3,396
+279
+9% +$25.9K 0.16% 64
2016
Q3 		$303K Buy
3,117
+506
+19% +$50.7K 0.16% 64
2016
Q2 		$266K Buy
2,611
+21
+0.8% +$2.09K 0.15% 64
2016
Q1 		$254K Buy
2,590
+113
+5% +$10.4K 0.15% 66
2015
Q4 		$218K Buy
+2,477
New +$215K 0.14% 68
2014
Q3 		– Sell
-2,573
Closed -$217K – 64
2014
Q2 		$217K Sell
2,573
-319
-11% -$27.5K 0.16% 62
2014
Q1 		$237K Sell
2,892
-310
-10% -$25K 0.18% 62
2013
Q4 		$279K Buy
+3,202
New +$280K 0.21% 65

Other funds holding PM

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s PM Position: Q2 2018 in Review

Stillwater Investment Management (Minnesota) sold out of Philip Morris (PM) in Q2 2018, closing a stake of 2,291 shares — an estimated $228K sold.

Stillwater Investment Management (Minnesota) first reported a position in PM in Q4 2013 and held it in 13 quarters. The position peaked at $347K in Q2 2017. 1,656 funds tracked by Wall St. Rank hold PM as of Q2 2018.

  • Stillwater Investment Management (Minnesota) reported no remaining Philip Morris position as of Q2 2018 after selling out during the quarter.
  • Stillwater Investment Management (Minnesota) sold 2,291 Philip Morris shares in Q2 2018, an estimated $228K.
  • Stillwater Investment Management (Minnesota) first reported a position in Philip Morris in Q4 2013 and held it in 13 quarters.
  • Stillwater Investment Management (Minnesota)'s Philip Morris position peaked at $347K in Q2 2017.
  • 1,656 funds tracked by Wall St. Rank held Philip Morris as of Q2 2018.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q2 2018, filed 5 Jul 2018.