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Hamel Associates’s Altria Group MO Stock Holding History

Hamel Associates’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
2018
Q2 		– Sell
-3,344
Closed -$208 – 97
2018
Q1 		$208 Hold
3,344
– – 0.01% 89
2017
Q4 		$239K Hold
3,344
– – 0.11% 81
2017
Q3 		$212K Hold
3,344
– – 0.1% 84
2017
Q2 		$249K Buy
+3,344
New +$245K 0.13% 76

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Hamel Associates's MO Position: Q2 2018 in Review

Hamel Associates sold out of Altria Group (MO) in Q2 2018, closing a stake of 3,344 shares — an estimated $208 sold.

Hamel Associates first reported a position in MO in Q2 2017 and held it in 4 quarters. The position peaked at $249K in Q2 2017. 1,649 funds tracked by Wall St. Rank hold MO as of Q2 2018.

  • Hamel Associates reported no remaining Altria Group position as of Q2 2018 after selling out during the quarter.
  • Hamel Associates sold 3,344 Altria Group shares in Q2 2018, an estimated $208.
  • Hamel Associates first reported a position in Altria Group in Q2 2017 and held it in 4 quarters.
  • Hamel Associates's Altria Group position peaked at $249K in Q2 2017.
  • 1,649 funds tracked by Wall St. Rank held Altria Group as of Q2 2018.

Based on Hamel Associates's 13F filing for Q2 2018, filed 10 Aug 2018.