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TIFF Advisory Services’s Philip Morris PM Stock Holding History

TIFF Advisory Services’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 		– Sell
-12,700
Closed -$1.1M – 70
2013
Q3 		$1.1M Hold
12,700
– – 0.49% 39
2013
Q2 		$1.1M Buy
+12,700
New +$1.18M 0.51% 37

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State Street
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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 $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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIFF Advisory Services's PM Position: Q4 2013 in Review

TIFF Advisory Services sold out of Philip Morris (PM) in Q4 2013, closing a stake of 12,700 shares — an estimated $1.1M sold.

TIFF Advisory Services first reported a position in PM in Q2 2013 and held it in 2 quarters. The position peaked at $1.1M in Q3 2013. 1,403 funds tracked by Wall St. Rank hold PM as of Q4 2013.

  • TIFF Advisory Services reported no remaining Philip Morris position as of Q4 2013 after selling out during the quarter.
  • TIFF Advisory Services sold 12,700 Philip Morris shares in Q4 2013, an estimated $1.1M.
  • TIFF Advisory Services first reported a position in Philip Morris in Q2 2013 and held it in 2 quarters.
  • TIFF Advisory Services's Philip Morris position peaked at $1.1M in Q3 2013.
  • 1,403 funds tracked by Wall St. Rank held Philip Morris as of Q4 2013.

Based on TIFF Advisory Services's 13F filing for Q4 2013, filed 7 Feb 2014.