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United Bank (West Virginia)’s Philip Morris PM Stock Holding History

United Bank (West Virginia)’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
2017
Q3 		$1.13M Sell
10,142
-427
-4% -$49.7K 0.45% 36
2017
Q2 		$1.24M Buy
10,569
+811
+8% +$93.9K 0.52% 35
2017
Q1 		$1.1M Sell
9,758
-111
-1% -$11.5K 0.48% 39
2016
Q4 		$903K Sell
9,869
-392
-4% -$36.3K 0.4% 43
2016
Q3 		$998K Sell
10,261
-3,339
-25% -$334K 0.46% 41
2016
Q2 		$1.38M Sell
13,600
-8,957
-40% -$893K 0.63% 37
2016
Q1 		$2.21M Sell
22,557
-37,328
-62% -$3.42M 1.01% 28
2015
Q4 		$5.26M Sell
59,885
-1,342
-2% -$116K 2.52% 11
2015
Q3 		$4.86M Sell
61,227
-4,785
-7% -$394K 2.51% 10
2015
Q2 		$5.29M Sell
66,012
-6,173
-9% -$508K 2.34% 14
2015
Q1 		$5.44M Sell
72,185
-8,608
-11% -$699K 2.3% 16
2014
Q4 		$6.58M Buy
80,793
+843
+1% +$72.4K 2.44% 14
2014
Q3 		$6.67M Buy
79,950
+2,348
+3% +$199K 2.52% 14
2014
Q2 		$6.54M Buy
77,602
+909
+1% +$78.3K 2.45% 16
2014
Q1 		$6.28M Buy
76,693
+7,593
+11% +$613K 2.47% 13
2013
Q4 		$6.02M Buy
69,100
+988
+1% +$86.3K 2.39% 14
2013
Q3 		$5.9M Buy
68,112
+3,377
+5% +$295K 2.53% 11
2013
Q2 		$5.61M Buy
+64,735
New +$6.02M 2.53% 12

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Bank (West Virginia)'s PM Position: Q3 2017 in Review

United Bank (West Virginia) reduced its Philip Morris (PM) stake by 4% in Q3 2017, selling an estimated $49.7K and leaving 10,142 shares worth $1.13M. The position accounts for 0.45% of the portfolio, ranked #36.

United Bank (West Virginia) first reported a position in PM in Q2 2013 and has held it in 18 quarters since. The position peaked at $6.67M in Q3 2014. 1,634 funds tracked by Wall St. Rank hold PM as of Q3 2017.

  • United Bank (West Virginia) held 10,142 shares of Philip Morris worth $1.13M as of Q3 2017.
  • United Bank (West Virginia) sold 427 Philip Morris shares in Q3 2017, an estimated $49.7K.
  • Philip Morris made up 0.45% of United Bank (West Virginia)'s portfolio in Q3 2017, its #36 holding.
  • United Bank (West Virginia) first reported a position in Philip Morris in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s Philip Morris position peaked at $6.67M in Q3 2014.
  • 1,634 funds tracked by Wall St. Rank held Philip Morris as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.