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Iron Gate Global Advisors’s Altria Group MO Stock Holding History

Iron Gate Global 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
Q4 		– Sell
-598
Closed -$35K – 165
2018
Q3 		$35K Sell
598
-480
-45% -$28.5K 0.02% 126
2018
Q2 		$61K Buy
+1,078
New +$62.2K 0.04% 82

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iron Gate Global Advisors's MO Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Altria Group (MO) in Q4 2018, closing a stake of 598 shares — an estimated $35K sold.

Iron Gate Global Advisors first reported a position in MO in Q2 2018 and held it in 2 quarters. The position peaked at $61K in Q2 2018. 1,691 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • Iron Gate Global Advisors reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
  • Iron Gate Global Advisors sold 598 Altria Group shares in Q4 2018, an estimated $35K.
  • Iron Gate Global Advisors first reported a position in Altria Group in Q2 2018 and held it in 2 quarters.
  • Iron Gate Global Advisors's Altria Group position peaked at $61K in Q2 2018.
  • 1,691 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.