GSC
MO icon

Ground Swell Capital’s Altria Group MO Stock Holding History

Ground Swell Capital’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
Q3 		$154K Buy
3,345
+1,115
+50% +$47.8K 0.29% 54
2014
Q2 		$94K Buy
+2,230
New +$89.7K 0.18% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ground Swell Capital's MO Position: Q3 2014 in Review

Ground Swell Capital increased its Altria Group (MO) stake by 50% in Q3 2014, buying an estimated $47.8K and bringing the position to 3,345 shares worth $154K. The position accounts for 0.29% of the portfolio, ranked #54.

Ground Swell Capital first reported a position in MO in Q2 2014 and has held it in 2 quarters since. 1,229 funds tracked by Wall St. Rank hold MO as of Q3 2014.

  • Ground Swell Capital held 3,345 shares of Altria Group worth $154K as of Q3 2014.
  • Ground Swell Capital bought 1,115 Altria Group shares in Q3 2014, an estimated $47.8K.
  • Altria Group made up 0.29% of Ground Swell Capital's portfolio in Q3 2014, its #54 holding.
  • Ground Swell Capital first reported a position in Altria Group in Q2 2014 and has held it in 2 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Altria Group as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.