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Lyons Wealth Management’s Altria Group MO Stock Holding History

Lyons 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
2018
Q3 		– Sell
-4,858
Closed -$277K – 49
2018
Q2 		$277K Sell
4,858
-178
-4% -$10.3K 0.4% 36
2018
Q1 		$313K Buy
5,036
+681
+16% +$45.1K 0.48% 38
2017
Q4 		$311K Sell
4,355
-142
-3% -$9.52K 0.51% 39
2017
Q3 		$275K Sell
4,497
-157
-3% -$10.5K 0.41% 40
2017
Q2 		$347K Buy
4,654
+873
+23% +$63.9K 0.49% 42
2017
Q1 		$270K Buy
3,781
+25
+0.7% +$1.81K 0.28% 37
2016
Q4 		$254K Hold
3,756
– – 0.35% 38
2016
Q3 		$237K Sell
3,756
-379
-9% -$25.2K 0.33% 40
2016
Q2 		$286K Sell
4,135
-13,274
-76% -$850K 0.43% 36
2016
Q1 		$1.09M Buy
17,409
+13,503
+346% +$817K 1.56% 7
2015
Q4 		$227K Buy
+3,906
New +$226K 0.29% 48
2015
Q3 		– Sell
-7,115
Closed -$348K – 75
2015
Q2 		$348K Hold
7,115
– – 0.4% 42
2015
Q1 		$356K Hold
7,115
– – 0.39% 41
2014
Q4 		$350K Sell
7,115
-3,207
-31% -$156K 0.37% 42
2014
Q3 		$629K Sell
10,322
-2,921
-22% -$125K 0.67% 37
2014
Q2 		$836K Buy
13,243
+6,128
+86% +$247K 0.75% 40
2014
Q1 		$266K Sell
7,115
-15,189
-68% -$552K 0.23% 51
2013
Q4 		$855K Buy
22,304
+14,689
+193% +$542K 0.8% 13
2013
Q3 		$262K Buy
7,615
+400
+6% +$14.1K 0.24% 53
2013
Q2 		$252K Buy
+7,215
New +$259K 0.26% 52

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyons Wealth Management's MO Position: Q3 2018 in Review

Lyons Wealth Management sold out of Altria Group (MO) in Q3 2018, closing a stake of 4,858 shares — an estimated $277K sold.

Lyons Wealth Management first reported a position in MO in Q2 2013 and held it in 20 quarters. The position peaked at $1.09M in Q1 2016. 1,664 funds tracked by Wall St. Rank hold MO as of Q3 2018.

  • Lyons Wealth Management reported no remaining Altria Group position as of Q3 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 4,858 Altria Group shares in Q3 2018, an estimated $277K.
  • Lyons Wealth Management first reported a position in Altria Group in Q2 2013 and held it in 20 quarters.
  • Lyons Wealth Management's Altria Group position peaked at $1.09M in Q1 2016.
  • 1,664 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on Lyons Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.