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440 Investment Group’s Altria Group MO Stock Holding History

440 Investment Group’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$296K Buy
4,142
+150
+4% +$10.1K 0.21% 93
2017
Q3 		$253K Sell
3,992
-794
-17% -$52.9K 0.19% 92
2017
Q2 		$356K Buy
4,786
+594
+14% +$43.5K 0.28% 65
2017
Q1 		$299K Buy
+4,192
New +$303K 0.27% 65

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

440 Investment Group's MO Position: Q4 2017 in Review

440 Investment Group increased its Altria Group (MO) stake by 3.8% in Q4 2017, buying an estimated $10.1K and bringing the position to 4,142 shares worth $296K. The position accounts for 0.21% of the portfolio, ranked #93.

440 Investment Group first reported a position in MO in Q1 2017 and has held it in 4 quarters since. The position peaked at $356K in Q2 2017. 1,743 funds tracked by Wall St. Rank hold MO as of Q4 2017.

  • 440 Investment Group held 4,142 shares of Altria Group worth $296K as of Q4 2017.
  • 440 Investment Group bought 150 Altria Group shares in Q4 2017, an estimated $10.1K.
  • Altria Group made up 0.21% of 440 Investment Group's portfolio in Q4 2017, its #93 holding.
  • 440 Investment Group first reported a position in Altria Group in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Altria Group position peaked at $356K in Q2 2017.
  • 1,743 funds tracked by Wall St. Rank held Altria Group as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.