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Bellwether Investment Group’s Altria Group MO Stock Holding History

Bellwether Investment Group’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 		$301K Buy
4,225
+46
+1% +$3.08K 1.21% 27
2017
Q3 		$265K Sell
4,179
-272
-6% -$18.1K 1.25% 34
2017
Q2 		$331K Buy
4,451
+12
+0.3% +$878 1.53% 24
2017
Q1 		$317K Sell
4,439
-60,991
-93% -$4.41M 0.84% 25
2016
Q4 		$4.42M Buy
+65,430
New +$4.21M 3.98% 3
2016
Q2 		$4.58M Buy
+66,491
New +$4.26M 5.03% 1

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

Bellwether Investment Group's MO Position: Q4 2017 in Review

Bellwether Investment Group increased its Altria Group (MO) stake by 1.1% in Q4 2017, buying an estimated $3.08K and bringing the position to 4,225 shares worth $301K. The position accounts for 1.21% of the portfolio, ranked #27.

Bellwether Investment Group first reported a position in MO in Q2 2016 and has held it in 6 quarters since. The position peaked at $4.58M in Q2 2016. 1,743 funds tracked by Wall St. Rank hold MO as of Q4 2017.

  • Bellwether Investment Group held 4,225 shares of Altria Group worth $301K as of Q4 2017.
  • Bellwether Investment Group bought 46 Altria Group shares in Q4 2017, an estimated $3.08K.
  • Altria Group made up 1.21% of Bellwether Investment Group's portfolio in Q4 2017, its #27 holding.
  • Bellwether Investment Group first reported a position in Altria Group in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Altria Group position peaked at $4.58M in Q2 2016.
  • 1,743 funds tracked by Wall St. Rank held Altria Group as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.