Contravisory Investment Management’s Altria Group MO Stock Holding History

Contravisory 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
2018 Q1	–	Sell	-14	Closed	-$1K	–	408
2017 Q4	$1K	Buy	14 +6	+75%	+$402	﹤0.01%	374
2017 Q3	$1K	Buy	+8	New	+$533	﹤0.01%	424
2016 Q3	–	Sell	-34	Closed	-$2K	–	311
2016 Q2	$2K	Hold	34	–	–	﹤0.01%	181
2016 Q1	$2K	Hold	34	–	–	﹤0.01%	170
2015 Q4	$2K	Buy	+34	New	+$1.97K	﹤0.01%	178
2015 Q2	–	Sell	-430	Closed	-$22K	–	185
2015 Q1	$22K	Buy	430 +160	+59%	+$8.49K	﹤0.01%	101
2014 Q4	$13K	Buy	+270	New	+$13.2K	﹤0.01%	112

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

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Contravisory Investment Management's MO Position: Q1 2018 in Review

Contravisory Investment Management sold out of Altria Group (MO) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

Contravisory Investment Management first reported a position in MO in Q4 2014 and held it in 7 quarters. The position peaked at $22K in Q1 2015. 1,675 funds tracked by Wall St. Rank hold MO as of Q1 2018.

Contravisory Investment Management reported no remaining Altria Group position as of Q1 2018 after selling out during the quarter.
Contravisory Investment Management sold 14 Altria Group shares in Q1 2018, an estimated $1K.
Contravisory Investment Management first reported a position in Altria Group in Q4 2014 and held it in 7 quarters.
Contravisory Investment Management's Altria Group position peaked at $22K in Q1 2015.
1,675 funds tracked by Wall St. Rank held Altria Group as of Q1 2018.

Based on Contravisory Investment Management's 13F filing for Q1 2018, filed 9 Apr 2018.