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Cetera Investment Management’s Altria Group MO Stock Holding History

Cetera Investment 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
2016
Q2 		– Sell
-7,835
Closed -$492K – 121
2016
Q1 		$492K Hold
7,835
– – 0.25% 94
2015
Q4 		$456K Buy
+7,835
New +$454K 0.18% 119

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Management's MO Position: Q2 2016 in Review

Cetera Investment Management sold out of Altria Group (MO) in Q2 2016, closing a stake of 7,835 shares — an estimated $492K sold.

Cetera Investment Management first reported a position in MO in Q4 2015 and held it in 2 quarters. The position peaked at $492K in Q1 2016. 1,514 funds tracked by Wall St. Rank hold MO as of Q2 2016.

  • Cetera Investment Management reported no remaining Altria Group position as of Q2 2016 after selling out during the quarter.
  • Cetera Investment Management sold 7,835 Altria Group shares in Q2 2016, an estimated $492K.
  • Cetera Investment Management first reported a position in Altria Group in Q4 2015 and held it in 2 quarters.
  • Cetera Investment Management's Altria Group position peaked at $492K in Q1 2016.
  • 1,514 funds tracked by Wall St. Rank held Altria Group as of Q2 2016.

Based on Cetera Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.