Peachtree Investment Advisors’s Altria Group MO Stock Holding History

Peachtree Investment 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
2018 Q4	–	Sell	-9,750	Closed	-$588K	–	80
2018 Q3	$588K	Sell	9,750 -1,180	-11%	-$70.1K	0.4%	46
2018 Q2	$621K	Sell	10,930 -338	-3%	-$19.5K	0.45%	41
2018 Q1	$702K	Sell	11,268 -2,000	-15%	-$132K	0.53%	38
2017 Q4	$947K	Hold	13,268	–	–	0.72%	32
2017 Q3	$841K	Hold	13,268	–	–	0.72%	37
2017 Q2	$988K	Buy	13,268 +1,180	+10%	+$86.3K	0.85%	36
2017 Q1	$863K	Hold	12,088	–	–	0.79%	40
2016 Q4	$817K	Hold	12,088	–	–	0.8%	39
2016 Q3	$764K	Hold	12,088	–	–	0.75%	41
2016 Q2	$834K	Sell	12,088 -4,250	-26%	-$272K	0.85%	38
2016 Q1	$1.02M	Hold	16,338	–	–	1.03%	35
2015 Q4	$951K	Sell	16,338 -3,362	-17%	-$195K	1%	35
2015 Q3	$1.07M	Hold	19,700	–	–	1.11%	27
2015 Q2	$964K	Sell	19,700 -200	-1%	-$10.1K	0.72%	45
2015 Q1	$995K	Sell	19,900 -113	-0.6%	-$6K	0.71%	41
2014 Q4	$986K	Hold	20,013	–	–	0.66%	39
2014 Q3	$919K	Hold	20,013	–	–	0.61%	45
2014 Q2	$839K	Sell	20,013 -1,305	-6%	-$52.5K	0.56%	53
2014 Q1	$798K	Hold	21,318	–	–	0.54%	53
2013 Q4	$818K	Buy	+21,318	New	+$787K	0.56%	52

Other funds holding MO

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

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peachtree Investment Advisors's MO Position: Q4 2018 in Review

Peachtree Investment Advisors sold out of Altria Group (MO) in Q4 2018, closing a stake of 9,750 shares — an estimated $588K sold.

Peachtree Investment Advisors first reported a position in MO in Q4 2013 and held it in 20 quarters. The position peaked at $1.07M in Q3 2015. 1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

Peachtree Investment Advisors reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
Peachtree Investment Advisors sold 9,750 Altria Group shares in Q4 2018, an estimated $588K.
Peachtree Investment Advisors first reported a position in Altria Group in Q4 2013 and held it in 20 quarters.
Peachtree Investment Advisors's Altria Group position peaked at $1.07M in Q3 2015.
1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.