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Aris Wealth Services’s Altria Group MO Stock Holding History

Aris Wealth Services’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
2015
Q3 		$35K Sell
643
-420
-40% -$22.5K 0.07% 112
2015
Q2 		$52K Sell
1,063
-200
-16% -$10.1K 0.05% 210
2015
Q1 		$63K Buy
+1,263
New +$67K 0.06% 185

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aris Wealth Services's MO Position: Q3 2015 in Review

Aris Wealth Services reduced its Altria Group (MO) stake by 40% in Q3 2015, selling an estimated $22.5K and leaving 643 shares worth $35K. The position accounts for 0.07% of the portfolio, ranked #112.

Aris Wealth Services first reported a position in MO in Q1 2015 and has held it in 3 quarters since. The position peaked at $63K in Q1 2015. 1,401 funds tracked by Wall St. Rank hold MO as of Q3 2015.

  • Aris Wealth Services held 643 shares of Altria Group worth $35K as of Q3 2015.
  • Aris Wealth Services sold 420 Altria Group shares in Q3 2015, an estimated $22.5K.
  • Altria Group made up 0.07% of Aris Wealth Services's portfolio in Q3 2015, its #112 holding.
  • Aris Wealth Services first reported a position in Altria Group in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Altria Group position peaked at $63K in Q1 2015.
  • 1,401 funds tracked by Wall St. Rank held Altria Group as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.