Independent Investors Inc’s Altria Group MO Stock Holding History

Independent Investors Inc’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 Q3	–	Sell	-10,700	Closed	-$607K	–	79
2018 Q2	$607K	Sell	10,700 -2,000	-16%	-$115K	0.24%	66
2018 Q1	$791K	Hold	12,700	–	–	0.32%	58
2017 Q4	$906K	Hold	12,700	–	–	0.35%	56
2017 Q3	$805K	Hold	12,700	–	–	0.33%	58
2017 Q2	$945K	Hold	12,700	–	–	0.41%	52
2017 Q1	$907K	Sell	12,700 -100	-0.8%	-$7.24K	0.39%	54
2016 Q4	$865K	Hold	12,800	–	–	0.4%	54
2016 Q3	$809K	Sell	12,800 -300	-2%	-$19.9K	0.37%	55
2016 Q2	$903K	Hold	13,100	–	–	0.44%	53
2016 Q1	$820K	Hold	13,100	–	–	0.4%	54
2015 Q4	$762K	Hold	13,100	–	–	0.37%	58
2015 Q3	$712K	Hold	13,100	–	–	0.35%	61
2015 Q2	$640K	Hold	13,100	–	–	0.29%	64
2015 Q1	$655K	Hold	13,100	–	–	0.3%	62
2014 Q4	$645K	Sell	13,100 -500	-4%	-$24.4K	0.28%	65
2014 Q3	$624K	Hold	13,600	–	–	0.28%	64
2014 Q2	$570K	Hold	13,600	–	–	0.26%	68
2014 Q1	$509K	Sell	13,600 -100	-0.7%	-$3.63K	0.24%	72
2013 Q4	$525K	Hold	13,700	–	–	0.25%	69
2013 Q3	$470K	Hold	13,700	–	–	0.25%	70
2013 Q2	$479K	Buy	+13,700	New	+$492K	0.26%	73

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Investors Inc's MO Position: Q3 2018 in Review

Independent Investors Inc sold out of Altria Group (MO) in Q3 2018, closing a stake of 10,700 shares — an estimated $607K sold.

Independent Investors Inc first reported a position in MO in Q2 2013 and held it in 21 quarters. The position peaked at $945K in Q2 2017. 1,665 funds tracked by Wall St. Rank hold MO as of Q3 2018.

Independent Investors Inc reported no remaining Altria Group position as of Q3 2018 after selling out during the quarter.
Independent Investors Inc sold 10,700 Altria Group shares in Q3 2018, an estimated $607K.
Independent Investors Inc first reported a position in Altria Group in Q2 2013 and held it in 21 quarters.
Independent Investors Inc's Altria Group position peaked at $945K in Q2 2017.
1,665 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on Independent Investors Inc's 13F filing for Q3 2018, filed 6 Nov 2018.