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InterOcean Capital’s Altria Group MO Stock Holding History

InterOcean Capital’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
2020
Q2 		$39K Hold
1,000
– – ﹤0.01% 192
2020
Q1 		$39K Buy
+1,000
New +$44.4K ﹤0.01% 173

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

InterOcean Capital's MO Position: Q2 2020 in Review

InterOcean Capital increased its Altria Group (MO) stake by 0.53% in Q2 2020, buying an estimated $1.36K and bringing the position to 6,680 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #158.

InterOcean Capital first reported a position in MO in Q4 2013 and has held it in 27 quarters since. The position peaked at $805K in Q1 2016. 1,566 funds tracked by Wall St. Rank hold MO as of Q2 2020.

  • InterOcean Capital held 6,680 shares of Altria Group worth $262K as of Q2 2020.
  • InterOcean Capital bought 35 Altria Group shares in Q2 2020, an estimated $1.36K.
  • Altria Group made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #158 holding.
  • InterOcean Capital first reported a position in Altria Group in Q4 2013 and has held it in 27 quarters since.
  • InterOcean Capital's Altria Group position peaked at $805K in Q1 2016.
  • 1,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.