Karp Capital Management’s Altria Group MO Stock Holding History

Karp Capital Management’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 Q1	–	Sell	-334	Closed	-$16K	–	278
2018 Q4	$16K	Buy	+334	New	+$19.4K	0.01%	235
2015 Q4	–	Sell	-4,355	Closed	-$237K	–	218
2015 Q3	$237K	Buy	4,355 +3,033	+229%	+$163K	0.16%	84
2015 Q2	$65K	Buy	1,322 +13	+1%	+$659	0.04%	153
2015 Q1	$65K	Buy	1,309 +14	+1%	+$743	0.04%	157
2014 Q4	$64K	Buy	+1,295	New	+$63.1K	0.05%	151

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Karp Capital Management's MO Position: Q1 2019 in Review

Karp Capital Management sold out of Altria Group (MO) in Q1 2019, closing a stake of 334 shares — an estimated $16K sold.

Karp Capital Management first reported a position in MO in Q4 2014 and held it in 5 quarters. The position peaked at $237K in Q3 2015. 1,738 funds tracked by Wall St. Rank hold MO as of Q1 2019.

Karp Capital Management reported no remaining Altria Group position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 334 Altria Group shares in Q1 2019, an estimated $16K.
Karp Capital Management first reported a position in Altria Group in Q4 2014 and held it in 5 quarters.
Karp Capital Management's Altria Group position peaked at $237K in Q3 2015.
1,738 funds tracked by Wall St. Rank held Altria Group as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.