MacGuire Cheswick & Tuttle Investment Counsel’s Altria Group MO Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	$232K	Sell	4,700 -300	-6%	-$17.4K	0.05%	89
2018 Q3	$302K	Hold	5,000	–	–	0.05%	83
2018 Q2	$284K	Hold	5,000	–	–	0.05%	87
2018 Q1	$312K	Hold	5,000	–	–	0.06%	89
2017 Q4	$357K	Hold	5,000	–	–	0.06%	85
2017 Q3	$317K	Hold	5,000	–	–	0.06%	84
2017 Q2	$372K	Hold	5,000	–	–	0.08%	77
2017 Q1	$357K	Hold	5,000	–	–	0.07%	76
2016 Q4	$338K	Hold	5,000	–	–	0.07%	77
2016 Q3	$316K	Hold	5,000	–	–	0.07%	71
2016 Q2	$345K	Hold	5,000	–	–	0.08%	70
2016 Q1	$313K	Hold	5,000	–	–	0.07%	72
2015 Q4	$291K	Hold	5,000	–	–	0.07%	80
2015 Q3	$272K	Hold	5,000	–	–	0.07%	80
2015 Q2	$245K	Sell	5,000 -400	-7%	-$20.3K	0.05%	87
2015 Q1	$270K	Hold	5,400	–	–	0.06%	89
2014 Q4	$266K	Hold	5,400	–	–	0.06%	91
2014 Q3	$248K	Hold	5,400	–	–	0.06%	90
2014 Q2	$226K	Hold	5,400	–	–	0.05%	90
2014 Q1	$202K	Hold	5,400	–	–	0.05%	92
2013 Q4	$207K	Buy	+5,400	New	+$199K	0.05%	94

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MacGuire Cheswick & Tuttle Investment Counsel's MO Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its Altria Group (MO) stake by 6% in Q4 2018, selling an estimated $17.4K and leaving 4,700 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #89.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in MO in Q4 2013 and has held it in 21 quarters since. The position peaked at $372K in Q2 2017. 1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 4,700 shares of Altria Group worth $232K as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel sold 300 Altria Group shares in Q4 2018, an estimated $17.4K.
Altria Group made up 0.05% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #89 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Altria Group in Q4 2013 and has held it in 21 quarters since.
MacGuire Cheswick & Tuttle Investment Counsel's Altria Group position peaked at $372K in Q2 2017.
1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.