IBEX Wealth Advisors’s Altria Group MO Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-75	Closed	-$3K	–	268
2019 Q2	$3K	Buy	+75	New	+$3.93K	﹤0.01%	388
2018 Q1	–	Sell	-3,512	Closed	-$246K	–	108
2017 Q4	$246K	Buy	+3,512	New	+$235K	0.11%	86
2017 Q3	–	Sell	-14,378	Closed	-$1.06M	–	147
2017 Q2	$1.06M	Buy	14,378 +1,424	+11%	+$104K	0.42%	77
2017 Q1	$932K	Sell	12,954 -518	-4%	-$37.5K	0.57%	52
2016 Q4	$943K	Sell	13,472 -960	-7%	-$61.8K	0.45%	69
2016 Q3	$913K	Buy	+14,432	New	+$959K	0.5%	66

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IBEX Wealth Advisors's MO Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Altria Group (MO) in Q3 2019, closing a stake of 75 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in MO in Q3 2016 and held it in 6 quarters. The position peaked at $1.06M in Q2 2017. 1,569 funds tracked by Wall St. Rank hold MO as of Q3 2019.

IBEX Wealth Advisors reported no remaining Altria Group position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 75 Altria Group shares in Q3 2019, an estimated $3K.
IBEX Wealth Advisors first reported a position in Altria Group in Q3 2016 and held it in 6 quarters.
IBEX Wealth Advisors's Altria Group position peaked at $1.06M in Q2 2017.
1,569 funds tracked by Wall St. Rank held Altria Group as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.