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Welch Investments’s Philip Morris PM Stock Holding History

Welch Investments’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
Q4 		$111K Hold
1,051
– – 0.07% 52
2017
Q3 		$117K Buy
1,051
+51
+5% +$5.93K 0.08% 45
2017
Q2 		$117K Hold
1,000
– – 0.09% 44
2017
Q1 		$113K Buy
+1,000
New +$103K 0.09% 44

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Welch Investments's PM Position: Q4 2017 in Review

Welch Investments held its Philip Morris (PM) position steady in Q4 2017 at 1,051 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #52.

Welch Investments first reported a position in PM in Q1 2017 and has held it in 4 quarters since. The position peaked at $117K in Q3 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • Welch Investments held 1,051 shares of Philip Morris worth $111K as of Q4 2017.
  • Welch Investments left its Philip Morris share count unchanged in Q4 2017.
  • Philip Morris made up 0.07% of Welch Investments's portfolio in Q4 2017, its #52 holding.
  • Welch Investments first reported a position in Philip Morris in Q1 2017 and has held it in 4 quarters since.
  • Welch Investments's Philip Morris position peaked at $117K in Q3 2017.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.