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Asset Planning Services (Pennsylvania)’s Altria Group MO Stock Holding History

Asset Planning Services (Pennsylvania)’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
-250
Closed -$16K – 293
2017
Q3 		$16K Hold
250
– – 0.01% 203
2017
Q2 		$19K Hold
250
– – 0.01% 185
2017
Q1 		$18K Hold
250
– – 0.01% 190
2016
Q4 		$17K Hold
250
– – 0.01% 170
2016
Q3 		$16K Hold
250
– – 0.01% 168
2016
Q2 		$17K Hold
250
– – 0.01% 174
2016
Q1 		$16K Hold
250
– – 0.01% 177
2015
Q4 		$15K Hold
250
– – 0.01% 146
2015
Q3 		$14K Hold
250
– – 0.01% 143
2015
Q2 		$12K Buy
+250
New +$12.7K 0.01% 171

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

Asset Planning Services (Pennsylvania)'s MO Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Altria Group (MO) in Q4 2017, closing a stake of 250 shares — an estimated $16K sold.

Asset Planning Services (Pennsylvania) first reported a position in MO in Q2 2015 and held it in 10 quarters. The position peaked at $19K in Q2 2017. 1,742 funds tracked by Wall St. Rank hold MO as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Altria Group position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 250 Altria Group shares in Q4 2017, an estimated $16K.
  • Asset Planning Services (Pennsylvania) first reported a position in Altria Group in Q2 2015 and held it in 10 quarters.
  • Asset Planning Services (Pennsylvania)'s Altria Group position peaked at $19K in Q2 2017.
  • 1,742 funds tracked by Wall St. Rank held Altria Group as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.