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Underhill Investment Management’s Philip Morris PM Stock Holding History

Underhill Investment Management’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
Q1 		– Sell
-3,900
Closed -$412K – 26
2017
Q4 		$412K Sell
3,900
-400
-9% -$42.6K 0.2% 20
2017
Q3 		$477K Hold
4,300
– – 0.26% 20
2017
Q2 		$505K Sell
4,300
-2,500
-37% -$290K 0.32% 19
2017
Q1 		$768K Sell
6,800
-400
-6% -$41.3K 0.49% 17
2016
Q4 		$659K Buy
7,200
+4,300
+148% +$398K 0.38% 18
2016
Q3 		$282K Sell
2,900
-300
-9% -$30.1K 0.16% 20
2016
Q2 		$326K Hold
3,200
– – 0.18% 18
2016
Q1 		$314K Buy
+3,200
New +$293K 0.16% 18

Other funds holding PM

Vanguard Group
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
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 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Underhill Investment Management's PM Position: Q1 2018 in Review

Underhill Investment Management sold out of Philip Morris (PM) in Q1 2018, closing a stake of 3,900 shares — an estimated $412K sold.

Underhill Investment Management first reported a position in PM in Q1 2016 and held it in 8 quarters. The position peaked at $768K in Q1 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

  • Underhill Investment Management reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
  • Underhill Investment Management sold 3,900 Philip Morris shares in Q1 2018, an estimated $412K.
  • Underhill Investment Management first reported a position in Philip Morris in Q1 2016 and held it in 8 quarters.
  • Underhill Investment Management's Philip Morris position peaked at $768K in Q1 2017.
  • 1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Underhill Investment Management's 13F filing for Q1 2018, filed 25 Apr 2018.