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Stone Toro Investment Advisers’s Philip Morris PM Stock Holding History

Stone Toro 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
Q3 		– Sell
-5,800
Closed -$502K – 192
2013
Q2 		$502K Buy
+5,800
New +$539K 0.3% 85

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Vanguard Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $298B AUM 21.96% 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

Stone Toro Investment Advisers's PM Position: Q3 2013 in Review

Stone Toro Investment Advisers sold out of Philip Morris (PM) in Q3 2013, closing a stake of 5,800 shares — an estimated $502K sold.

Stone Toro Investment Advisers first reported a position in PM in Q2 2013 and held it in 1 quarter. The position peaked at $502K in Q2 2013. 1,309 funds tracked by Wall St. Rank hold PM as of Q3 2013.

  • Stone Toro Investment Advisers reported no remaining Philip Morris position as of Q3 2013 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 5,800 Philip Morris shares in Q3 2013, an estimated $502K.
  • Stone Toro Investment Advisers first reported a position in Philip Morris in Q2 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's Philip Morris position peaked at $502K in Q2 2013.
  • 1,309 funds tracked by Wall St. Rank held Philip Morris as of Q3 2013.

Based on Stone Toro Investment Advisers's 13F filing for Q3 2013, filed 12 Nov 2013.