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Founders Bank & Trust’s Altria Group MO Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$169K Hold
3,425
– – 0.09% 112
2014
Q3 		$158K Buy
3,425
+243
+8% +$10.4K 0.09% 110
2014
Q2 		$133K Buy
3,182
+66
+2% +$2.65K 0.07% 120
2014
Q1 		$117K Buy
3,116
+1,251
+67% +$45.5K 0.07% 113
2013
Q4 		$63K Sell
1,865
-218
-10% -$8.05K 0.04% 155
2013
Q3 		$71K Buy
2,083
+258
+14% +$9.09K 0.04% 135
2013
Q2 		$63K Buy
+1,825
New +$65.6K 0.03% 135

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Bank & Trust's MO Position: Q4 2014 in Review

Founders Bank & Trust held its Altria Group (MO) position steady in Q4 2014 at 3,425 shares worth $169K. The position accounts for 0.09% of the portfolio, ranked #112.

Founders Bank & Trust first reported a position in MO in Q2 2013 and has held it in 7 quarters since. 1,335 funds tracked by Wall St. Rank hold MO as of Q4 2014.

  • Founders Bank & Trust held 3,425 shares of Altria Group worth $169K as of Q4 2014.
  • Founders Bank & Trust left its Altria Group share count unchanged in Q4 2014.
  • Altria Group made up 0.09% of Founders Bank & Trust's portfolio in Q4 2014, its #112 holding.
  • Founders Bank & Trust first reported a position in Altria Group in Q2 2013 and has held it in 7 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Altria Group as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.