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Michael B. Elefante’s Altria Group MO Stock Holding History

Michael B. Elefante’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
2014
Q4 		$29K Sell
590
-10
-2% -$487 0.03% 102
2014
Q3 		$28K Sell
600
-380
-39% -$16.3K 0.01% 132
2014
Q2 		$41K Sell
980
-50
-5% -$2.01K 0.02% 140
2014
Q1 		$39K Buy
+1,030
New +$37.4K 0.02% 133

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Michael B. Elefante's MO Position: Q4 2014 in Review

Michael B. Elefante reduced its Altria Group (MO) stake by 1.7% in Q4 2014, selling an estimated $487 and leaving 590 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #102.

Michael B. Elefante first reported a position in MO in Q1 2014 and has held it in 4 quarters since. The position peaked at $41K in Q2 2014. 1,336 funds tracked by Wall St. Rank hold MO as of Q4 2014.

  • Michael B. Elefante held 590 shares of Altria Group worth $29K as of Q4 2014.
  • Michael B. Elefante sold 10 Altria Group shares in Q4 2014, an estimated $487.
  • Altria Group made up 0.03% of Michael B. Elefante's portfolio in Q4 2014, its #102 holding.
  • Michael B. Elefante first reported a position in Altria Group in Q1 2014 and has held it in 4 quarters since.
  • Michael B. Elefante's Altria Group position peaked at $41K in Q2 2014.
  • 1,336 funds tracked by Wall St. Rank held Altria Group as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.