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Insight 2811 Inc’s Altria Group MO Stock Holding History

Insight 2811 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
2016
Q3 		– Sell
-5,800
Closed -$400K – 96
2016
Q2 		$400K Hold
5,800
– – 0.15% 85
2016
Q1 		$363K Hold
5,800
– – 0.14% 88
2015
Q4 		$338K Sell
5,800
-1,000
-15% -$58K 0.16% 85
2015
Q3 		$370K Hold
6,800
– – 0.22% 80
2015
Q2 		$333K Hold
6,800
– – 0.16% 89
2015
Q1 		$340K Sell
6,800
-500
-7% -$26.5K 0.16% 93
2014
Q4 		$360K Hold
7,300
– – 0.18% 85
2014
Q3 		$335K Buy
+7,300
New +$313K 0.14% 92
2013
Q3 		– Sell
-300
Closed -$10K – 136
2013
Q2 		$10K Buy
+300
New +$10.8K 0.01% 184

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight 2811 Inc's MO Position: Q3 2016 in Review

Insight 2811 Inc sold out of Altria Group (MO) in Q3 2016, closing a stake of 5,800 shares — an estimated $400K sold.

Insight 2811 Inc first reported a position in MO in Q2 2013 and held it in 9 quarters. The position peaked at $400K in Q2 2016. 1,480 funds tracked by Wall St. Rank hold MO as of Q3 2016.

  • Insight 2811 Inc reported no remaining Altria Group position as of Q3 2016 after selling out during the quarter.
  • Insight 2811 Inc sold 5,800 Altria Group shares in Q3 2016, an estimated $400K.
  • Insight 2811 Inc first reported a position in Altria Group in Q2 2013 and held it in 9 quarters.
  • Insight 2811 Inc's Altria Group position peaked at $400K in Q2 2016.
  • 1,480 funds tracked by Wall St. Rank held Altria Group as of Q3 2016.

Based on Insight 2811 Inc's 13F filing for Q3 2016, filed 25 Oct 2016.