HWM
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Highwater Wealth Management’s Altria Group MO Stock Holding History

Highwater 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
2018
Q1 		– Sell
-3,051
Closed -$218K – 32
2017
Q4 		$218K Buy
+3,051
New +$204K 0.47% 40

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

Highwater Wealth Management's MO Position: Q1 2018 in Review

Highwater Wealth Management sold out of Altria Group (MO) in Q1 2018, closing a stake of 3,051 shares — an estimated $218K sold.

Highwater Wealth Management first reported a position in MO in Q4 2017 and held it in 1 quarter. The position peaked at $218K in Q4 2017. 1,675 funds tracked by Wall St. Rank hold MO as of Q1 2018.

  • Highwater Wealth Management reported no remaining Altria Group position as of Q1 2018 after selling out during the quarter.
  • Highwater Wealth Management sold 3,051 Altria Group shares in Q1 2018, an estimated $218K.
  • Highwater Wealth Management first reported a position in Altria Group in Q4 2017 and held it in 1 quarter.
  • Highwater Wealth Management's Altria Group position peaked at $218K in Q4 2017.
  • 1,675 funds tracked by Wall St. Rank held Altria Group as of Q1 2018.

Based on Highwater Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.