LBMC Investment Advisors’s Altria Group MO Stock Holding History

LBMC Investment 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
2019 Q1	–	Sell	-6,269	Closed	-$310K	–	100
2018 Q4	$310K	Buy	6,269 +270	+5%	+$15.6K	0.06%	70
2018 Q3	$362K	Sell	5,999 -22	-0.4%	-$1.31K	0.06%	74
2018 Q2	$342K	Buy	6,021 +22	+0.4%	+$1.27K	0.06%	75
2018 Q1	$374K	Hold	5,999	–	–	0.06%	62
2017 Q4	$428K	Sell	5,999 -650	-10%	-$43.6K	0.07%	59
2017 Q3	$422K	Buy	6,649 +58	+0.9%	+$3.87K	0.07%	54
2017 Q2	$491K	Buy	6,591 +5	+0.1%	+$366	0.09%	48
2017 Q1	$470K	Buy	6,586 +6	+0.1%	+$434	0.08%	50
2016 Q4	$445K	Sell	6,580 -4,995	-43%	-$322K	0.08%	53
2016 Q3	$732K	Buy	+11,575	New	+$769K	0.14%	39

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

LBMC Investment Advisors's MO Position: Q1 2019 in Review

LBMC Investment Advisors sold out of Altria Group (MO) in Q1 2019, closing a stake of 6,269 shares — an estimated $310K sold.

LBMC Investment Advisors first reported a position in MO in Q3 2016 and held it in 10 quarters. The position peaked at $732K in Q3 2016. 1,738 funds tracked by Wall St. Rank hold MO as of Q1 2019.

LBMC Investment Advisors reported no remaining Altria Group position as of Q1 2019 after selling out during the quarter.
LBMC Investment Advisors sold 6,269 Altria Group shares in Q1 2019, an estimated $310K.
LBMC Investment Advisors first reported a position in Altria Group in Q3 2016 and held it in 10 quarters.
LBMC Investment Advisors's Altria Group position peaked at $732K in Q3 2016.
1,738 funds tracked by Wall St. Rank held Altria Group as of Q1 2019.

Based on LBMC Investment Advisors's 13F filing for Q1 2019, filed 26 Apr 2019.