Lyell Wealth Management’s Altria Group MO Stock Holding History

Lyell Wealth 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
2017 Q4	–	Sell	-5,600	Closed	-$359K	–	109
2017 Q3	$359K	Sell	5,600 -1,803	-24%	-$120K	0.16%	90
2017 Q2	$556K	Buy	7,403 +193	+3%	+$14.1K	0.27%	75
2017 Q1	$519K	Hold	7,210	–	–	0.28%	75
2016 Q4	$492K	Buy	+7,210	New	+$464K	0.31%	72

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lyell Wealth Management's MO Position: Q4 2017 in Review

Lyell Wealth Management sold out of Altria Group (MO) in Q4 2017, closing a stake of 5,600 shares — an estimated $359K sold.

Lyell Wealth Management first reported a position in MO in Q4 2016 and held it in 4 quarters. The position peaked at $556K in Q2 2017. 1,742 funds tracked by Wall St. Rank hold MO as of Q4 2017.

Lyell Wealth Management reported no remaining Altria Group position as of Q4 2017 after selling out during the quarter.
Lyell Wealth Management sold 5,600 Altria Group shares in Q4 2017, an estimated $359K.
Lyell Wealth Management first reported a position in Altria Group in Q4 2016 and held it in 4 quarters.
Lyell Wealth Management's Altria Group position peaked at $556K in Q2 2017.
1,742 funds tracked by Wall St. Rank held Altria Group as of Q4 2017.

Based on Lyell Wealth Management's 13F filing for Q4 2017, filed 30 Jan 2018.