Nichols & Pratt Advisers’s Altria Group MO Stock Holding History

Nichols & Pratt Advisers’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	-5,000	Closed	-$205K	–	99
2019 Q3	$205K	Sell	5,000 -220	-4%	-$10.1K	0.02%	103
2019 Q2	$247K	Hold	5,220	–	–	0.02%	98
2019 Q1	$300K	Hold	5,220	–	–	0.03%	94
2018 Q4	$258K	Hold	5,220	–	–	0.02%	96
2018 Q3	$315K	Hold	5,220	–	–	0.03%	99
2018 Q2	$296K	Sell	5,220 -715	-12%	-$41.2K	0.03%	99
2018 Q1	$370K	Hold	5,935	–	–	0.03%	91
2017 Q4	$424K	Buy	5,935 +210	+4%	+$14.1K	0.04%	87
2017 Q3	$363K	Sell	5,725 -75	-1%	-$5K	0.03%	88
2017 Q2	$432K	Hold	5,800	–	–	0.04%	86
2017 Q1	$414K	Hold	5,800	–	–	0.04%	83
2016 Q4	$392K	Hold	5,800	–	–	0.04%	86
2016 Q3	$367K	Hold	5,800	–	–	0.03%	88
2016 Q2	$400K	Hold	5,800	–	–	0.04%	92
2016 Q1	$363K	Hold	5,800	–	–	0.03%	96
2015 Q4	$338K	Hold	5,800	–	–	0.03%	103
2015 Q3	$316K	Hold	5,800	–	–	0.03%	101
2015 Q2	$284K	Hold	5,800	–	–	0.03%	104
2015 Q1	$290K	Hold	5,800	–	–	0.03%	106
2014 Q4	$286K	Hold	5,800	–	–	0.03%	109
2014 Q3	$266K	Hold	5,800	–	–	0.02%	114
2014 Q2	$243K	Hold	5,800	–	–	0.02%	114
2014 Q1	$217K	Hold	5,800	–	–	0.02%	107
2013 Q4	$223K	Buy	+5,800	New	+$214K	0.02%	90
2013 Q3	–	Sell	-5,800	Closed	-$203K	–	92
2013 Q2	$203K	Buy	+5,800	New	+$208K	0.02%	90

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

Nichols & Pratt Advisers's MO Position: Q4 2019 in Review

Nichols & Pratt Advisers sold out of Altria Group (MO) in Q4 2019, closing a stake of 5,000 shares — an estimated $205K sold.

Nichols & Pratt Advisers first reported a position in MO in Q2 2013 and held it in 25 quarters. The position peaked at $432K in Q2 2017. 1,758 funds tracked by Wall St. Rank hold MO as of Q4 2019.

Nichols & Pratt Advisers reported no remaining Altria Group position as of Q4 2019 after selling out during the quarter.
Nichols & Pratt Advisers sold 5,000 Altria Group shares in Q4 2019, an estimated $205K.
Nichols & Pratt Advisers first reported a position in Altria Group in Q2 2013 and held it in 25 quarters.
Nichols & Pratt Advisers's Altria Group position peaked at $432K in Q2 2017.
1,758 funds tracked by Wall St. Rank held Altria Group as of Q4 2019.

Based on Nichols & Pratt Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.