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
2014 Q4	–	Sell	-20	Closed	-$2K	–	153
2014 Q3	$2K	Buy	+20	New	+$857	﹤0.01%	162

Other funds holding MO

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

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

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

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

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

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

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.