Clarfeld Financial Advisors’s Altria Group MO Stock Holding History

Clarfeld Financial 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	$44K	Buy	+889	New	+$51.5K	0.04%	101

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's MO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Altria Group (MO) in Q4 2018: 889 shares worth $44K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings.

1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

Clarfeld Financial Advisors held 889 shares of Altria Group worth $44K as of Q4 2018.
Altria Group was a new Clarfeld Financial Advisors position in Q4 2018.
Altria Group made up 0.04% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #101 holding.
1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.