Westend Partners’s Philip Morris PM Stock Holding History

Westend Partners’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	$134K	Buy	+1,500	New	+$131K	0.16%	53

Other funds holding PM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Westend Partners's PM Position: Q3 2013 in Review

Westend Partners opened a new position in Philip Morris (PM) in Q3 2013: 1,500 shares worth $134K. The stake represents 0.16% of the portfolio and ranks #53 among its holdings.

1,309 funds tracked by Wall St. Rank hold PM as of Q3 2013.

Westend Partners held 1,500 shares of Philip Morris worth $134K as of Q3 2013.
Philip Morris was a new Westend Partners position in Q3 2013.
Philip Morris made up 0.16% of Westend Partners's portfolio in Q3 2013, its #53 holding.
1,309 funds tracked by Wall St. Rank held Philip Morris as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.