INR Advisory Services’s Altria Group MO Stock Holding History

INR Advisory Services’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	-1,864	Closed	-$106K	–	77
2018 Q2	$106K	Buy	1,864 +64	+4%	+$3.69K	0.01%	16
2018 Q1	$112K	Sell	1,800 -125	-6%	-$8.28K	0.02%	16
2017 Q4	$137K	Buy	1,925 +125	+7%	+$8.38K	0.02%	13
2017 Q3	$114K	Hold	1,800	–	–	0.02%	14
2017 Q2	$134K	Buy	+1,800	New	+$132K	0.02%	14

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

INR Advisory Services's MO Position: Q3 2018 in Review

INR Advisory Services sold out of Altria Group (MO) in Q3 2018, closing a stake of 1,864 shares — an estimated $106K sold.

INR Advisory Services first reported a position in MO in Q2 2017 and held it in 5 quarters. The position peaked at $137K in Q4 2017. 1,664 funds tracked by Wall St. Rank hold MO as of Q3 2018.

INR Advisory Services reported no remaining Altria Group position as of Q3 2018 after selling out during the quarter.
INR Advisory Services sold 1,864 Altria Group shares in Q3 2018, an estimated $106K.
INR Advisory Services first reported a position in Altria Group in Q2 2017 and held it in 5 quarters.
INR Advisory Services's Altria Group position peaked at $137K in Q4 2017.
1,664 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.