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Fusion Family Wealth’s Altria Group MO Stock Holding History

Fusion Family Wealth’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
Q4 		– Sell
-15
Closed -$10K – 298
2017
Q3 		$10K Buy
+15
New +$1K ﹤0.01% 153
2017
Q1 		– Sell
-58
Closed -$4K – 381
2016
Q4 		$4K Buy
+58
New +$3.73K ﹤0.01% 322

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fusion Family Wealth's MO Position: Q4 2017 in Review

Fusion Family Wealth sold out of Altria Group (MO) in Q4 2017, closing a stake of 15 shares — an estimated $10K sold.

Fusion Family Wealth first reported a position in MO in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 1,742 funds tracked by Wall St. Rank hold MO as of Q4 2017.

  • Fusion Family Wealth reported no remaining Altria Group position as of Q4 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 15 Altria Group shares in Q4 2017, an estimated $10K.
  • Fusion Family Wealth first reported a position in Altria Group in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's Altria Group position peaked at $10K in Q3 2017.
  • 1,742 funds tracked by Wall St. Rank held Altria Group as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.