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Rocky Mountain Private Wealth Management’s Altria Group MO Stock Holding History

Rocky Mountain Private Wealth 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
2016
Q3 		$6K Hold
100
– – 4.41% 7
2016
Q2 		$6K Hold
100
– – 3.85% 7
2016
Q1 		$6K Hold
100
– – 3.92% 6
2015
Q4 		$5K Buy
+100
New +$5.8K 3.36% 10

Other funds holding MO

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rocky Mountain Private Wealth Management's MO Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Altria Group (MO) position steady in Q3 2016 at 100 shares worth $6K. The position accounts for 4.41% of the portfolio, ranked #7.

Rocky Mountain Private Wealth Management first reported a position in MO in Q4 2015 and has held it in 4 quarters since. 1,480 funds tracked by Wall St. Rank hold MO as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 100 shares of Altria Group worth $6K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Altria Group share count unchanged in Q3 2016.
  • Altria Group made up 4.41% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #7 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Altria Group in Q4 2015 and has held it in 4 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Altria Group as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.