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Harry Burn’s Altria Group MO Stock Holding History

Harry Burn’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
Q4 		– Sell
-6,535
Closed -$300K – 52
2014
Q3 		$300K Hold
6,535
– – ﹤0.01% 49
2014
Q2 		$274K Hold
6,535
– – ﹤0.01% 51
2014
Q1 		$245K Sell
6,535
-1,615
-20% -$58.7K ﹤0.01% 54
2013
Q4 		$313K Hold
8,150
– – 0.01% 55
2013
Q3 		$280K Hold
8,150
– – 0.01% 56
2013
Q2 		$285K Buy
+8,150
New +$293K 0.01% 56

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harry Burn's MO Position: Q4 2014 in Review

Harry Burn sold out of Altria Group (MO) in Q4 2014, closing a stake of 6,535 shares — an estimated $300K sold.

Harry Burn first reported a position in MO in Q2 2013 and held it in 6 quarters. The position peaked at $313K in Q4 2013. 1,336 funds tracked by Wall St. Rank hold MO as of Q4 2014.

  • Harry Burn reported no remaining Altria Group position as of Q4 2014 after selling out during the quarter.
  • Harry Burn sold 6,535 Altria Group shares in Q4 2014, an estimated $300K.
  • Harry Burn first reported a position in Altria Group in Q2 2013 and held it in 6 quarters.
  • Harry Burn's Altria Group position peaked at $313K in Q4 2013.
  • 1,336 funds tracked by Wall St. Rank held Altria Group as of Q4 2014.

Based on Sound Shore Management's 13F filing for Q4 2014, filed 6 Feb 2015.