CIM
MO icon

Corda Investment Management’s Altria Group MO Stock Holding History

Corda 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
2019
Q3 		– Sell
-24,877
Closed -$1.18M – 65
2019
Q2 		$1.18M Sell
24,877
-1,650
-6% -$86.4K 0.13% 59
2019
Q1 		$1.52M Sell
26,527
-133
-0.5% -$6.8K 0.18% 53
2018
Q4 		$1.32M Buy
26,660
+23
+0.1% +$1.33K 0.16% 57
2018
Q3 		$1.61M Buy
26,637
+110
+0.4% +$6.53K 0.19% 56
2018
Q2 		$1.51M Sell
26,527
-4,701
-15% -$271K 0.19% 55
2018
Q1 		$1.95M Sell
31,228
-3,819
-11% -$253K 0.24% 52
2017
Q4 		$2.5M Sell
35,047
-644
-2% -$43.2K 0.3% 52
2017
Q3 		$2.26M Sell
35,691
-1,770
-5% -$118K 0.29% 49
2017
Q2 		$2.79M Buy
37,461
+1,240
+3% +$90.7K 0.4% 46
2017
Q1 		$2.59M Buy
36,221
+400
+1% +$28.9K 0.39% 46
2016
Q4 		$2.42M Sell
35,821
-205
-0.6% -$13.2K 0.37% 47
2016
Q3 		$2.26M Sell
36,026
-475
-1% -$31.6K 0.37% 48
2016
Q2 		$2.52M Buy
+36,501
New +$2.34M 0.4% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corda Investment Management's MO Position: Q3 2019 in Review

Corda Investment Management sold out of Altria Group (MO) in Q3 2019, closing a stake of 24,877 shares — an estimated $1.18M sold.

Corda Investment Management first reported a position in MO in Q2 2016 and held it in 13 quarters. The position peaked at $2.79M in Q2 2017. 1,570 funds tracked by Wall St. Rank hold MO as of Q3 2019.

  • Corda Investment Management reported no remaining Altria Group position as of Q3 2019 after selling out during the quarter.
  • Corda Investment Management sold 24,877 Altria Group shares in Q3 2019, an estimated $1.18M.
  • Corda Investment Management first reported a position in Altria Group in Q2 2016 and held it in 13 quarters.
  • Corda Investment Management's Altria Group position peaked at $2.79M in Q2 2017.
  • 1,570 funds tracked by Wall St. Rank held Altria Group as of Q3 2019.

Based on Corda Investment Management's 13F filing for Q3 2019, filed 30 Oct 2019.