Peak Capital Management’s Altria Group MO Stock Holding History

Peak 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
2018 Q3	–	Sell	-9,592	Closed	-$545K	–	127
2018 Q2	$545K	Buy	+9,592	New	+$553K	0.33%	45
2018 Q1	–	Sell	-10,021	Closed	-$636K	–	85
2017 Q4	$636K	Hold	10,021	–	–	0.43%	43
2017 Q3	$636K	Buy	10,021 +299	+3%	+$19.9K	0.42%	43
2017 Q2	$724K	Buy	+9,722	New	+$711K	0.4%	56

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 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

Peak Capital Management's MO Position: Q3 2018 in Review

Peak Capital Management sold out of Altria Group (MO) in Q3 2018, closing a stake of 9,592 shares — an estimated $545K sold.

Peak Capital Management first reported a position in MO in Q2 2017 and held it in 4 quarters. The position peaked at $724K in Q2 2017. 1,664 funds tracked by Wall St. Rank hold MO as of Q3 2018.

Peak Capital Management reported no remaining Altria Group position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 9,592 Altria Group shares in Q3 2018, an estimated $545K.
Peak Capital Management first reported a position in Altria Group in Q2 2017 and held it in 4 quarters.
Peak Capital Management's Altria Group position peaked at $724K in Q2 2017.
1,664 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.