Inspirion Wealth Advisors’s Altria Group MO Stock Holding History

Inspirion 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
2018 Q3	–	Sell	-4,223	Closed	-$240K	–	77
2018 Q2	$240K	Sell	4,223 -284	-6%	-$16.4K	0.11%	65
2018 Q1	$281K	Hold	4,507	–	–	0.14%	55
2017 Q4	$322K	Sell	4,507 -2,216	-33%	-$148K	0.16%	46
2017 Q3	$426K	Hold	6,723	–	–	0.22%	41
2017 Q2	$501K	Hold	6,723	–	–	0.27%	37
2017 Q1	$480K	Buy	6,723 +3	+0%	+$217	0.27%	41
2016 Q4	$454K	Hold	6,720	–	–	0.29%	36
2016 Q3	$425K	Hold	6,720	–	–	0.28%	39
2016 Q2	$463K	Hold	6,720	–	–	0.3%	35
2016 Q1	$421K	Hold	6,720	–	–	0.3%	37
2015 Q4	$391K	Hold	6,720	–	–	0.29%	39
2015 Q3	$366K	Hold	6,720	–	–	0.29%	39
2015 Q2	$329K	Hold	6,720	–	–	0.24%	41
2015 Q1	$336K	Sell	6,720 -500	-7%	-$26.5K	0.27%	39
2014 Q4	$356K	Buy	+7,220	New	+$352K	0.33%	38

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

Inspirion Wealth Advisors's MO Position: Q3 2018 in Review

Inspirion Wealth Advisors sold out of Altria Group (MO) in Q3 2018, closing a stake of 4,223 shares — an estimated $240K sold.

Inspirion Wealth Advisors first reported a position in MO in Q4 2014 and held it in 15 quarters. The position peaked at $501K in Q2 2017. 1,664 funds tracked by Wall St. Rank hold MO as of Q3 2018.

Inspirion Wealth Advisors reported no remaining Altria Group position as of Q3 2018 after selling out during the quarter.
Inspirion Wealth Advisors sold 4,223 Altria Group shares in Q3 2018, an estimated $240K.
Inspirion Wealth Advisors first reported a position in Altria Group in Q4 2014 and held it in 15 quarters.
Inspirion Wealth Advisors's Altria Group position peaked at $501K in Q2 2017.
1,664 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.