Gideon Capital Advisors’s Altria Group MO Stock Holding History

Gideon Capital 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 Q4	–	Sell	-11,316	Closed	-$463K	–	350
2019 Q3	$463K	Sell	11,316 -18,838	-62%	-$867K	0.15%	188
2019 Q2	$1.43M	Buy	+30,154	New	+$1.58M	0.49%	68
2018 Q4	–	Sell	-30,462	Closed	-$1.84M	–	455
2018 Q3	$1.84M	Buy	+30,462	New	+$1.81M	0.86%	13
2018 Q1	–	Sell	-3,545	Closed	-$253K	–	425
2017 Q4	$253K	Buy	+3,545	New	+$238K	0.22%	201
2017 Q3	–	Sell	-6,102	Closed	-$454K	–	339
2017 Q2	$454K	Sell	6,102 -19,796	-76%	-$1.45M	0.5%	55
2017 Q1	$1.85M	Buy	25,898 +18,716	+261%	+$1.35M	1.1%	2
2016 Q4	$486K	Buy	+7,182	New	+$463K	0.31%	96
2016 Q3	–	Sell	-28,488	Closed	-$1.97M	–	245
2016 Q2	$1.97M	Buy	+28,488	New	+$1.82M	1.14%	22
2015 Q4	–	Sell	-10,779	Closed	-$586K	–	248
2015 Q3	$586K	Buy	+10,779	New	+$578K	0.34%	109
2015 Q1	–	Sell	-4,422	Closed	-$218K	–	276
2014 Q4	$218K	Buy	+4,422	New	+$215K	0.1%	187

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Gideon Capital Advisors's MO Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Altria Group (MO) in Q4 2019, closing a stake of 11,316 shares — an estimated $463K sold.

Gideon Capital Advisors first reported a position in MO in Q4 2014 and held it in 10 quarters. The position peaked at $1.97M in Q2 2016. 1,759 funds tracked by Wall St. Rank hold MO as of Q4 2019.

Gideon Capital Advisors reported no remaining Altria Group position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 11,316 Altria Group shares in Q4 2019, an estimated $463K.
Gideon Capital Advisors first reported a position in Altria Group in Q4 2014 and held it in 10 quarters.
Gideon Capital Advisors's Altria Group position peaked at $1.97M in Q2 2016.
1,759 funds tracked by Wall St. Rank held Altria Group as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.