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American Economic Planning Group’s Altria Group MO Stock Holding History

American Economic Planning 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 		– Sell
-3,689
Closed -$234K – 83
2017
Q3 		$234K Buy
3,689
+400
+12% +$26.7K 0.09% 68
2017
Q2 		$245K Hold
3,289
– – 0.1% 66
2017
Q1 		$235K Buy
+3,289
New +$238K 0.09% 65
2016
Q3 		– Sell
-3,664
Closed -$253K – 62
2016
Q2 		$253K Buy
3,664
+320
+10% +$20.5K 0.1% 47
2016
Q1 		$210K Buy
+3,344
New +$202K 0.09% 54

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 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Economic Planning Group's MO Position: Q4 2017 in Review

American Economic Planning Group sold out of Altria Group (MO) in Q4 2017, closing a stake of 3,689 shares — an estimated $234K sold.

American Economic Planning Group first reported a position in MO in Q1 2016 and held it in 5 quarters. The position peaked at $253K in Q2 2016. 1,743 funds tracked by Wall St. Rank hold MO as of Q4 2017.

  • American Economic Planning Group reported no remaining Altria Group position as of Q4 2017 after selling out during the quarter.
  • American Economic Planning Group sold 3,689 Altria Group shares in Q4 2017, an estimated $234K.
  • American Economic Planning Group first reported a position in Altria Group in Q1 2016 and held it in 5 quarters.
  • American Economic Planning Group's Altria Group position peaked at $253K in Q2 2016.
  • 1,743 funds tracked by Wall St. Rank held Altria Group as of Q4 2017.

Based on American Economic Planning Group's 13F filing for Q4 2017, filed 29 Jan 2018.