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Paradigm Financial Advisors’s Altria Group MO Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-898
Closed -$34K – 164
2014
Q1 		$34K Sell
898
-437
-33% -$15.9K 0.03% 138
2013
Q4 		$51K Buy
+1,335
New +$49.3K 0.05% 132

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Paradigm Financial Advisors's MO Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Altria Group (MO) in Q2 2014, closing a stake of 898 shares — an estimated $34K sold.

Paradigm Financial Advisors first reported a position in MO in Q4 2013 and held it in 2 quarters. The position peaked at $51K in Q4 2013. 1,200 funds tracked by Wall St. Rank hold MO as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Altria Group position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 898 Altria Group shares in Q2 2014, an estimated $34K.
  • Paradigm Financial Advisors first reported a position in Altria Group in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Altria Group position peaked at $51K in Q4 2013.
  • 1,200 funds tracked by Wall St. Rank held Altria Group as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.