Delphi Private Advisors’s Altria Group MO Stock Holding History

Delphi Private 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
2017 Q1	–	Sell	-175	Closed	-$12K	–	228
2016 Q4	$12K	Sell	175 -103	-37%	-$6.63K	0.02%	93
2016 Q3	$18K	Sell	278 -215	-44%	-$14.3K	0.03%	70
2016 Q2	$34K	Sell	493 -53	-10%	-$3.39K	0.06%	56
2016 Q1	$34K	Sell	546 -25	-4%	-$1.51K	0.06%	62
2015 Q4	$33K	Buy	+571	New	+$33.1K	0.06%	73

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Delphi Private Advisors's MO Position: Q1 2017 in Review

Delphi Private Advisors sold out of Altria Group (MO) in Q1 2017, closing a stake of 175 shares — an estimated $12K sold.

Delphi Private Advisors first reported a position in MO in Q4 2015 and held it in 5 quarters. The position peaked at $34K in Q2 2016. 1,620 funds tracked by Wall St. Rank hold MO as of Q1 2017.

Delphi Private Advisors reported no remaining Altria Group position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 175 Altria Group shares in Q1 2017, an estimated $12K.
Delphi Private Advisors first reported a position in Altria Group in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's Altria Group position peaked at $34K in Q2 2016.
1,620 funds tracked by Wall St. Rank held Altria Group as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.