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MYCIO Wealth Partners’s Altria Group MO Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-13,321
Closed -$665K – 256
2019
Q4 		$665K Sell
13,321
-520
-4% -$24.5K 0.04% 167
2019
Q3 		$566K Buy
13,841
+498
+4% +$22.9K 0.04% 163
2019
Q2 		$632K Sell
13,343
-404
-3% -$21.2K 0.05% 146
2019
Q1 		$790K Sell
13,747
-1,007
-7% -$51.5K 0.07% 121
2018
Q4 		$729K Buy
14,754
+748
+5% +$43.3K 0.07% 126
2018
Q3 		$845K Buy
14,006
+2
+0% +$119 0.08% 105
2018
Q2 		$795K Sell
14,004
-1,003
-7% -$57.8K 0.08% 113
2018
Q1 		$935K Buy
15,007
+120
+0.8% +$7.95K 0.11% 84
2017
Q4 		$1.06M Buy
14,887
+472
+3% +$31.6K 0.11% 75
2017
Q3 		$914K Buy
14,415
+1
+0% +$67 0.1% 90
2017
Q2 		$1.07M Sell
14,414
-2,629
-15% -$192K 0.13% 75
2017
Q1 		$1.22M Buy
17,043
+3,116
+22% +$226K 0.15% 68
2016
Q4 		$942K Buy
13,927
+4,497
+48% +$290K 0.13% 76
2016
Q3 		$596K Sell
9,430
-506
-5% -$33.6K 0.1% 91
2016
Q2 		$685K Buy
9,936
+279
+3% +$17.9K 0.12% 80
2016
Q1 		$605K Buy
9,657
+74
+0.8% +$4.47K 0.11% 84
2015
Q4 		$558K Buy
9,583
+42
+0.4% +$2.43K 0.1% 83
2015
Q3 		$519K Buy
9,541
+55
+0.6% +$2.95K 0.11% 74
2015
Q2 		$464K Buy
9,486
+16
+0.2% +$811 0.09% 88
2015
Q1 		$474K Sell
9,470
-1,248
-12% -$66.3K 0.1% 83
2014
Q4 		$528K Buy
10,718
+76
+0.7% +$3.7K 0.11% 76
2014
Q3 		$489K Buy
10,642
+13
+0.1% +$557 0.11% 75
2014
Q2 		$446K Buy
10,629
+42
+0.4% +$1.69K 0.1% 81
2014
Q1 		$396K Buy
10,587
+58
+0.6% +$2.11K 0.1% 87
2013
Q4 		$404K Buy
10,529
+2,221
+27% +$82K 0.1% 91
2013
Q3 		$285K Buy
8,308
+4,618
+125% +$163K 0.08% 101
2013
Q2 		$129K Buy
+3,690
New +$133K 0.04% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MYCIO Wealth Partners's MO Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Altria Group (MO) in Q1 2020, closing a stake of 13,321 shares — an estimated $665K sold.

MYCIO Wealth Partners first reported a position in MO in Q2 2013 and held it in 27 quarters. The position peaked at $1.22M in Q1 2017. 1,576 funds tracked by Wall St. Rank hold MO as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Altria Group position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 13,321 Altria Group shares in Q1 2020, an estimated $665K.
  • MYCIO Wealth Partners first reported a position in Altria Group in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Altria Group position peaked at $1.22M in Q1 2017.
  • 1,576 funds tracked by Wall St. Rank held Altria Group as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.