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McNamara Financial Services’s Altria Group MO Stock Holding History

McNamara Financial Services’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
Q1 		– Sell
-300
Closed -$15K – 120
2014
Q4 		$15K Buy
+300
New +$14.6K 0.01% 121

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

McNamara Financial Services's MO Position: Q1 2015 in Review

McNamara Financial Services sold out of Altria Group (MO) in Q1 2015, closing a stake of 300 shares — an estimated $15K sold.

McNamara Financial Services first reported a position in MO in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 1,374 funds tracked by Wall St. Rank hold MO as of Q1 2015.

  • McNamara Financial Services reported no remaining Altria Group position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 300 Altria Group shares in Q1 2015, an estimated $15K.
  • McNamara Financial Services first reported a position in Altria Group in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Altria Group position peaked at $15K in Q4 2014.
  • 1,374 funds tracked by Wall St. Rank held Altria Group as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.