Catamount Wealth Management’s Altria Group MO Stock Holding History

Catamount Wealth Management’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
2019 Q1	$86K	Buy	1,500 +1,000	+200%	+$51.1K	0.05%	68
2018 Q4	$25K	Hold	500	–	–	0.02%	92
2018 Q3	$30K	Hold	500	–	–	0.01%	106
2018 Q2	$30K	Sell	500 -300	-38%	-$17.3K	0.01%	101
2018 Q1	$50K	Hold	800	–	–	0.03%	78
2017 Q4	$57K	Hold	800	–	–	0.03%	75
2017 Q3	$51K	Sell	800 -2,112	-73%	-$141K	0.03%	79
2017 Q2	$217K	Hold	2,912	–	–	0.13%	38
2017 Q1	$208K	Buy	2,912 +100	+4%	+$7.24K	0.14%	38
2016 Q4	$190K	Hold	2,812	–	–	0.15%	37
2016 Q3	$174K	Sell	2,812 -150	-5%	-$9.97K	0.15%	38
2016 Q2	$204K	Hold	2,962	–	–	0.24%	27
2016 Q1	$186K	Sell	2,962 -30,956	-91%	-$1.87M	0.22%	27
2015 Q4	$1.97M	Sell	33,918 -300	-0.9%	-$17.4K	1.79%	14
2015 Q3	$1.86M	Hold	34,218	–	–	1.86%	14
2015 Q2	$1.67M	Sell	34,218 -2,440	-7%	-$124K	1.3%	22
2015 Q1	$1.83M	Buy	36,658 +34,955	+2,053%	+$1.86M	1.51%	24
2014 Q4	$84K	Buy	+1,703	New	+$83K	0.08%	40

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catamount Wealth Management's MO Position: Q1 2019 in Review

Catamount Wealth Management increased its Altria Group (MO) stake by 200% in Q1 2019, buying an estimated $51.1K and bringing the position to 1,500 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #68.

Catamount Wealth Management first reported a position in MO in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.97M in Q4 2015. 1,738 funds tracked by Wall St. Rank hold MO as of Q1 2019.

Catamount Wealth Management held 1,500 shares of Altria Group worth $86K as of Q1 2019.
Catamount Wealth Management bought 1,000 Altria Group shares in Q1 2019, an estimated $51.1K.
Altria Group made up 0.05% of Catamount Wealth Management's portfolio in Q1 2019, its #68 holding.
Catamount Wealth Management first reported a position in Altria Group in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's Altria Group position peaked at $1.97M in Q4 2015.
1,738 funds tracked by Wall St. Rank held Altria Group as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.