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Rampart Investment Management’s Altria Group MO Stock Holding History

Rampart Investment 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
2020
Q4 		– Sell
-6,520
Closed -$252K – 244
2020
Q3 		$252K Sell
6,520
-7,318
-53% -$305K 0.16% 142
2020
Q2 		$543K Sell
13,838
-447
-3% -$17.4K 0.09% 244
2020
Q1 		$552K Sell
14,285
-10,063
-41% -$447K 0.26% 84
2019
Q4 		$1.22M Sell
24,348
-3,728
-13% -$176K 0.15% 194
2019
Q3 		$1.15M Buy
28,076
+1,311
+5% +$60.3K 0.14% 200
2019
Q2 		$1.27M Buy
26,765
+1,362
+5% +$71.3K 0.15% 195
2019
Q1 		$1.46M Buy
25,403
+5,950
+31% +$304K 0.17% 184
2018
Q4 		$961K Sell
19,453
-7,170
-27% -$415K 0.27% 97
2018
Q3 		$1.22M Buy
26,623
+7,324
+38% +$435K 0.54% 43
2018
Q2 		$1.1M Sell
19,299
-1,180
-6% -$68.1K 0.11% 256
2018
Q1 		$1.28M Sell
20,479
-3,051
-13% -$202K 0.12% 215
2017
Q4 		$1.68M Sell
23,530
-429
-2% -$28.7K 0.65% 37
2017
Q3 		$1.52M Sell
23,959
-1,217
-5% -$81.1K 0.51% 43
2017
Q2 		$1.88M Buy
25,176
+19,760
+365% +$1.45M 0.67% 33
2017
Q1 		$387K Buy
+5,416
New +$392K 0.14% 41

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rampart Investment Management's MO Position: Q4 2020 in Review

Rampart Investment Management sold out of Altria Group (MO) in Q4 2020, closing a stake of 6,520 shares — an estimated $252K sold.

Rampart Investment Management first reported a position in MO in Q1 2017 and held it in 15 quarters. The position peaked at $1.88M in Q2 2017. 1,655 funds tracked by Wall St. Rank hold MO as of Q4 2020.

  • Rampart Investment Management reported no remaining Altria Group position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 6,520 Altria Group shares in Q4 2020, an estimated $252K.
  • Rampart Investment Management first reported a position in Altria Group in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Altria Group position peaked at $1.88M in Q2 2017.
  • 1,655 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.