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Geneva Advisors, LLC: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on PM, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 42,566 PM shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 42,566 shares
    Change vs previous 13F -502 shares

    0.09% of the 13F portfolio, value $4,999,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 43,068 shares
    Change vs previous 13F -1,215 shares

    0.09% of the 13F portfolio, value $4,862,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 44,283 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $4,051,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 44,216 shares
    Change vs previous 13F +1,918 shares

    0.08% of the 13F portfolio, value $4,299,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 42,298 shares
    Change vs previous 13F +268 shares

    0.09% of the 13F portfolio, value $4,303,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 42,030 shares
    Change vs previous 13F +144 shares

    0.08% of the 13F portfolio, value $4,124,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 41,886 shares
    Change vs previous 13F +371 shares

    0.07% of the 13F portfolio, value $3,682,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 41,515 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,293,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).