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Lawson Kroeker Investment Management’s Altria Group MO Stock Holding History

Lawson Kroeker Investment 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
2015
Q4 		– Sell
-4,330
Closed -$236K – 80
2015
Q3 		$236K Buy
4,330
+95
+2% +$5.09K 0.08% 72
2015
Q2 		$207K Buy
+4,235
New +$215K 0.06% 80

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lawson Kroeker Investment Management's MO Position: Q4 2015 in Review

Lawson Kroeker Investment Management sold out of Altria Group (MO) in Q4 2015, closing a stake of 4,330 shares — an estimated $236K sold.

Lawson Kroeker Investment Management first reported a position in MO in Q2 2015 and held it in 2 quarters. The position peaked at $236K in Q3 2015. 1,447 funds tracked by Wall St. Rank hold MO as of Q4 2015.

  • Lawson Kroeker Investment Management reported no remaining Altria Group position as of Q4 2015 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 4,330 Altria Group shares in Q4 2015, an estimated $236K.
  • Lawson Kroeker Investment Management first reported a position in Altria Group in Q2 2015 and held it in 2 quarters.
  • Lawson Kroeker Investment Management's Altria Group position peaked at $236K in Q3 2015.
  • 1,447 funds tracked by Wall St. Rank held Altria Group as of Q4 2015.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2015, filed 8 Jan 2016.