Nelson Capital Management’s Altria Group MO Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-1,646	Closed	-$67K	–	218
2019 Q3	$67K	Hold	1,646	–	–	0.02%	130
2019 Q2	$78K	Buy	1,646 +1,166	+243%	+$61.1K	0.02%	126
2019 Q1	$28K	Sell	480 -16	-3%	-$818	0.01%	167
2018 Q4	$24K	Hold	496	–	–	0.01%	177
2018 Q3	$30K	Buy	496 +136	+38%	+$8.07K	0.01%	159
2018 Q2	$20K	Sell	360 -100	-22%	-$5.77K	0.01%	171
2018 Q1	$29K	Hold	460	–	–	0.01%	165
2017 Q4	$33K	Sell	460 -140	-23%	-$9.38K	0.01%	165
2017 Q3	$38K	Buy	+600	New	+$40K	0.01%	139

Other funds holding MO

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nelson Capital Management's MO Position: Q4 2019 in Review

Nelson Capital Management sold out of Altria Group (MO) in Q4 2019, closing a stake of 1,646 shares — an estimated $67K sold.

Nelson Capital Management first reported a position in MO in Q3 2017 and held it in 9 quarters. The position peaked at $78K in Q2 2019. 1,758 funds tracked by Wall St. Rank hold MO as of Q4 2019.

Nelson Capital Management reported no remaining Altria Group position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,646 Altria Group shares in Q4 2019, an estimated $67K.
Nelson Capital Management first reported a position in Altria Group in Q3 2017 and held it in 9 quarters.
Nelson Capital Management's Altria Group position peaked at $78K in Q2 2019.
1,758 funds tracked by Wall St. Rank held Altria Group as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.