Private Vista’s Altria Group MO Stock Holding History

Private Vista’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 Q3	–	Sell	-5,287	Closed	-$250K	–	159
2019 Q2	$250K	Sell	5,287 -26	-0.5%	-$1.36K	0.06%	135
2019 Q1	$306K	Buy	5,313 +1,105	+26%	+$56.5K	0.08%	122
2018 Q4	$208K	Sell	4,208 -1,670	-28%	-$96.8K	0.05%	141
2018 Q3	$355K	Sell	5,878 -383	-6%	-$22.7K	0.07%	111
2018 Q2	$356K	Buy	6,261 +479	+8%	+$27.6K	0.08%	105
2018 Q1	$360K	Buy	+5,782	New	+$383K	0.11%	87

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Private Vista's MO Position: Q3 2019 in Review

Private Vista sold out of Altria Group (MO) in Q3 2019, closing a stake of 5,287 shares — an estimated $250K sold.

Private Vista first reported a position in MO in Q1 2018 and held it in 6 quarters. The position peaked at $360K in Q1 2018. 1,570 funds tracked by Wall St. Rank hold MO as of Q3 2019.

Private Vista reported no remaining Altria Group position as of Q3 2019 after selling out during the quarter.
Private Vista sold 5,287 Altria Group shares in Q3 2019, an estimated $250K.
Private Vista first reported a position in Altria Group in Q1 2018 and held it in 6 quarters.
Private Vista's Altria Group position peaked at $360K in Q1 2018.
1,570 funds tracked by Wall St. Rank held Altria Group as of Q3 2019.

Based on Private Vista's 13F filing for Q3 2019, filed 22 Oct 2019.