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AIMZ Investment Advisors’s Altria Group MO Stock Holding History

AIMZ Investment Advisors’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
Q2 		– Sell
-3,349
Closed -$239K – 99
2017
Q1 		$239K Hold
3,349
– – 0.2% 90
2016
Q4 		$226K Buy
3,349
+18
+0.5% +$1.16K 0.2% 92
2016
Q3 		$211K Hold
3,331
– – 0.19% 89
2016
Q2 		$230K Hold
3,331
– – 0.21% 88
2016
Q1 		$209K Buy
+3,331
New +$201K 0.09% 102

Other funds holding MO

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AIMZ Investment Advisors's MO Position: Q2 2017 in Review

AIMZ Investment Advisors sold out of Altria Group (MO) in Q2 2017, closing a stake of 3,349 shares — an estimated $239K sold.

AIMZ Investment Advisors first reported a position in MO in Q1 2016 and held it in 5 quarters. The position peaked at $239K in Q1 2017. 1,601 funds tracked by Wall St. Rank hold MO as of Q2 2017.

  • AIMZ Investment Advisors reported no remaining Altria Group position as of Q2 2017 after selling out during the quarter.
  • AIMZ Investment Advisors sold 3,349 Altria Group shares in Q2 2017, an estimated $239K.
  • AIMZ Investment Advisors first reported a position in Altria Group in Q1 2016 and held it in 5 quarters.
  • AIMZ Investment Advisors's Altria Group position peaked at $239K in Q1 2017.
  • 1,601 funds tracked by Wall St. Rank held Altria Group as of Q2 2017.

Based on AIMZ Investment Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.