Israel Discount Bank of New York’s Altria Group MO Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-345	Closed	-$20K	–	243
2019 Q1	$20K	Hold	345	–	–	0.01%	331
2018 Q4	$17K	Buy	345 +220	+176%	+$12.7K	0.01%	342
2018 Q3	$8K	Sell	125 -25	-17%	-$1.48K	0.01%	385
2018 Q2	$9K	Hold	150	–	–	0.01%	382
2018 Q1	$9K	Hold	150	–	–	0.01%	390
2017 Q4	$11K	Hold	150	–	–	0.01%	389
2017 Q3	$10K	Hold	150	–	–	0.01%	390
2017 Q2	$11K	Hold	150	–	–	0.01%	389
2017 Q1	$11K	Sell	150 -109	-42%	-$7.89K	0.01%	397
2016 Q4	$18K	Buy	+259	New	+$16.7K	0.02%	402

Other funds holding MO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Israel Discount Bank of New York's MO Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Altria Group (MO) in Q2 2019, closing a stake of 345 shares — an estimated $20K sold.

Israel Discount Bank of New York first reported a position in MO in Q4 2016 and held it in 10 quarters. The position peaked at $20K in Q1 2019. 1,674 funds tracked by Wall St. Rank hold MO as of Q2 2019.

Israel Discount Bank of New York reported no remaining Altria Group position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 345 Altria Group shares in Q2 2019, an estimated $20K.
Israel Discount Bank of New York first reported a position in Altria Group in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Altria Group position peaked at $20K in Q1 2019.
1,674 funds tracked by Wall St. Rank held Altria Group as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.