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Cypress Wealth Advisors’s Altria Group MO Stock Holding History

Cypress Wealth 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
2019
Q1 		$2.05M Sell
35,725
-637
-2% -$32.6K 2.35% 13
2018
Q4 		$1.8M Sell
36,362
-44
-0.1% -$2.55K 2.47% 11
2018
Q3 		$2.2M Hold
36,406
– – 2.31% 13
2018
Q2 		$2.07M Sell
36,406
-458
-1% -$26.4K 2.24% 12
2018
Q1 		$2.3M Sell
36,864
-704
-2% -$46.6K 2.49% 10
2017
Q4 		$2.68M Buy
37,568
+1,222
+3% +$81.9K 2.57% 10
2017
Q3 		$2.31M Sell
36,346
-395
-1% -$26.3K 3.73% 5
2017
Q2 		$2.74M Sell
36,741
-972
-3% -$71.1K 3.19% 7
2017
Q1 		$2.69M Buy
37,713
+193
+0.5% +$14K 1.23% 15
2016
Q4 		$2.54M Buy
37,520
+1,237
+3% +$79.7K 1.16% 19
2016
Q3 		$2.29M Buy
36,283
+173
+0.5% +$11.5K 1.03% 19
2016
Q2 		$2.49M Buy
36,110
+49
+0.1% +$3.14K 1.23% 16
2016
Q1 		$2.26M Sell
36,061
-3,456
-9% -$209K 1.03% 19
2015
Q4 		$2.3M Buy
39,517
+112
+0.3% +$6.49K 1.17% 20
2015
Q3 		$2.14M Buy
39,405
+263
+0.7% +$14.1K 1.16% 16
2015
Q2 		$1.91M Buy
+39,142
New +$1.98M 1.12% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Wealth Advisors's MO Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Altria Group (MO) stake by 1.8% in Q1 2019, selling an estimated $32.6K and leaving 35,725 shares worth $2.05M. The position accounts for 2.35% of the portfolio, ranked #13.

Cypress Wealth Advisors first reported a position in MO in Q2 2015 and has held it in 16 quarters since. The position peaked at $2.74M in Q2 2017. 1,738 funds tracked by Wall St. Rank hold MO as of Q1 2019.

  • Cypress Wealth Advisors held 35,725 shares of Altria Group worth $2.05M as of Q1 2019.
  • Cypress Wealth Advisors sold 637 Altria Group shares in Q1 2019, an estimated $32.6K.
  • Altria Group made up 2.35% of Cypress Wealth Advisors's portfolio in Q1 2019, its #13 holding.
  • Cypress Wealth Advisors first reported a position in Altria Group in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Altria Group position peaked at $2.74M in Q2 2017.
  • 1,738 funds tracked by Wall St. Rank held Altria Group as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.