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Hobart Private Capital’s Altria Group MO Stock Holding History

Hobart Private 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
2020
Q2 		– Sell
-13,193
Closed -$510K – 157
2020
Q1 		$510K Sell
13,193
-2,249
-15% -$99.8K 0.35% 70
2019
Q4 		$771K Buy
15,442
+625
+4% +$29.5K 0.47% 53
2019
Q3 		$606K Sell
14,817
-9,775
-40% -$450K 0.41% 57
2019
Q2 		$1.16M Buy
24,592
+1,196
+5% +$62.6K 0.81% 37
2019
Q1 		$1.34M Sell
23,396
-13,978
-37% -$714K 1.02% 34
2018
Q4 		$1.85M Buy
37,374
+6,685
+22% +$387K 1.58% 16
2018
Q3 		$1.85M Buy
30,689
+3,366
+12% +$200K 1.42% 20
2018
Q2 		$1.55M Sell
27,323
-781
-3% -$45K 1.26% 23
2018
Q1 		$1.75M Sell
28,104
-44
-0.2% -$2.91K 1.54% 20
2017
Q4 		$2.01M Buy
+28,148
New +$1.89M 1.79% 15

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return