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O'Brien Wealth Partners’s Altria Group MO Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-711
Closed -$43K – 152
2018
Q3 		$43K Hold
711
– – 0.03% 79
2018
Q2 		$40K Sell
711
-294
-29% -$17K 0.03% 43
2018
Q1 		$63K Buy
+1,005
New +$66.6K 0.04% 58

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's MO Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Altria Group (MO) in Q4 2018, closing a stake of 711 shares — an estimated $43K sold.

O'Brien Wealth Partners first reported a position in MO in Q1 2018 and held it in 3 quarters. The position peaked at $63K in Q1 2018. 1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 711 Altria Group shares in Q4 2018, an estimated $43K.
  • O'Brien Wealth Partners first reported a position in Altria Group in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Altria Group position peaked at $63K in Q1 2018.
  • 1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.