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Ballew Advisors’s Altria Group MO Stock Holding History

Ballew 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
Q4 		– Sell
-1,700
Closed -$107K – 317
2018
Q3 		$107K Hold
1,700
– – 0.1% 114
2018
Q2 		$97K Buy
1,700
+200
+13% +$11.5K 0.11% 114
2018
Q1 		$93K Buy
+1,500
New +$99.3K 0.08% 117

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ballew Advisors's MO Position: Q4 2018 in Review

Ballew Advisors sold out of Altria Group (MO) in Q4 2018, closing a stake of 1,700 shares — an estimated $107K sold.

Ballew Advisors first reported a position in MO in Q1 2018 and held it in 3 quarters. The position peaked at $107K in Q3 2018. 1,691 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • Ballew Advisors reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 1,700 Altria Group shares in Q4 2018, an estimated $107K.
  • Ballew Advisors first reported a position in Altria Group in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Altria Group position peaked at $107K in Q3 2018.
  • 1,691 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.