Gupta Wealth Management’s Altria Group MO Stock Holding History

Gupta Wealth Management’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
2016 Q1	$664K	Sell	10,590 -3,006	-22%	-$182K	0.16%	118
2015 Q4	$791K	Sell	13,596 -1,442	-10%	-$83.6K	0.2%	101
2015 Q3	$818K	Sell	15,038 -4,377	-23%	-$235K	0.2%	103
2015 Q2	$950K	Buy	19,415 +13,196	+212%	+$669K	0.23%	93
2015 Q1	$311K	Buy	+6,219	New	+$330K	0.09%	169

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's MO Position: Q1 2016 in Review

Gupta Wealth Management reduced its Altria Group (MO) stake by 22% in Q1 2016, selling an estimated $182K and leaving 10,590 shares worth $664K. The position accounts for 0.16% of the portfolio, ranked #118.

Gupta Wealth Management first reported a position in MO in Q1 2015 and has held it in 5 quarters since. The position peaked at $950K in Q2 2015. 1,482 funds tracked by Wall St. Rank hold MO as of Q1 2016.

Gupta Wealth Management held 10,590 shares of Altria Group worth $664K as of Q1 2016.
Gupta Wealth Management sold 3,006 Altria Group shares in Q1 2016, an estimated $182K.
Altria Group made up 0.16% of Gupta Wealth Management's portfolio in Q1 2016, its #118 holding.
Gupta Wealth Management first reported a position in Altria Group in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Altria Group position peaked at $950K in Q2 2015.
1,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.