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Arlington Financial Advisors’s Altria Group MO Stock Holding History

Arlington Financial 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
2018
Q2 		– Sell
-3,115
Closed -$200K – 62
2018
Q1 		$200K Hold
3,115
– – 0.13% 53
2017
Q4 		$218K Buy
+3,115
New +$209K 0.1% 52

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Arlington Financial Advisors's MO Position: Q2 2018 in Review

Arlington Financial Advisors sold out of Altria Group (MO) in Q2 2018, closing a stake of 3,115 shares — an estimated $200K sold.

Arlington Financial Advisors first reported a position in MO in Q4 2017 and held it in 2 quarters. The position peaked at $218K in Q4 2017. 1,649 funds tracked by Wall St. Rank hold MO as of Q2 2018.

  • Arlington Financial Advisors reported no remaining Altria Group position as of Q2 2018 after selling out during the quarter.
  • Arlington Financial Advisors sold 3,115 Altria Group shares in Q2 2018, an estimated $200K.
  • Arlington Financial Advisors first reported a position in Altria Group in Q4 2017 and held it in 2 quarters.
  • Arlington Financial Advisors's Altria Group position peaked at $218K in Q4 2017.
  • 1,649 funds tracked by Wall St. Rank held Altria Group as of Q2 2018.

Based on Arlington Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.