Merit Investment Management’s Altria Group MO Stock Holding History

Merit Investment 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
2013 Q4	$1.4M	Buy	+36,394	New	+$1.34M	1.6%	22

Other funds holding MO

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Merit Investment Management's MO Position: Q4 2013 in Review

Merit Investment Management opened a new position in Altria Group (MO) in Q4 2013: 36,394 shares worth $1.4M. The stake represents 1.6% of the portfolio and ranks #22 among its holdings.

1,168 funds tracked by Wall St. Rank hold MO as of Q4 2013.

Merit Investment Management held 36,394 shares of Altria Group worth $1.4M as of Q4 2013.
Altria Group was a new Merit Investment Management position in Q4 2013.
Altria Group made up 1.6% of Merit Investment Management's portfolio in Q4 2013, its #22 holding.
1,168 funds tracked by Wall St. Rank held Altria Group as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.