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ARS Investment Partners’s Altria Group MO Stock Holding History

ARS Investment Partners’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
-19,900
Closed -$1.24M – 143
2018
Q1 		$1.24M Hold
19,900
– – 0.15% 96
2017
Q4 		$1.42M Hold
19,900
– – 0.17% 91
2017
Q3 		$1.26M Hold
19,900
– – 0.16% 96
2017
Q2 		$1.48M Hold
19,900
– – 0.2% 85
2017
Q1 		$1.42M Sell
19,900
-2,200
-10% -$159K 0.21% 83
2016
Q4 		$1.49M Buy
+22,100
New +$1.42M 0.23% 85

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

ARS Investment Partners's MO Position: Q2 2018 in Review

ARS Investment Partners sold out of Altria Group (MO) in Q2 2018, closing a stake of 19,900 shares — an estimated $1.24M sold.

ARS Investment Partners first reported a position in MO in Q4 2016 and held it in 6 quarters. The position peaked at $1.49M in Q4 2016. 1,649 funds tracked by Wall St. Rank hold MO as of Q2 2018.

  • ARS Investment Partners reported no remaining Altria Group position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 19,900 Altria Group shares in Q2 2018, an estimated $1.24M.
  • ARS Investment Partners first reported a position in Altria Group in Q4 2016 and held it in 6 quarters.
  • ARS Investment Partners's Altria Group position peaked at $1.49M in Q4 2016.
  • 1,649 funds tracked by Wall St. Rank held Altria Group as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.