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FinTrust Investment Advisory Services’s Altria Group MO Stock Holding History

FinTrust Investment Advisory Services’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 		$950K Sell
15,238
-361
-2% -$23.9K 0.87% 21
2017
Q4 		$1.11M Buy
15,599
+684
+5% +$45.8K 0.98% 18
2017
Q3 		$946K Buy
+14,915
New +$994K 0.91% 17

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FinTrust Investment Advisory Services's MO Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Altria Group (MO) stake by 2.3% in Q1 2018, selling an estimated $23.9K and leaving 15,238 shares worth $950K. The position accounts for 0.87% of the portfolio, ranked #21.

FinTrust Investment Advisory Services first reported a position in MO in Q3 2017 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2017. 1,676 funds tracked by Wall St. Rank hold MO as of Q1 2018.

  • FinTrust Investment Advisory Services held 15,238 shares of Altria Group worth $950K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 361 Altria Group shares in Q1 2018, an estimated $23.9K.
  • Altria Group made up 0.87% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #21 holding.
  • FinTrust Investment Advisory Services first reported a position in Altria Group in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Altria Group position peaked at $1.11M in Q4 2017.
  • 1,676 funds tracked by Wall St. Rank held Altria Group as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.