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Signature Wealth Management Group’s Altria Group MO Stock Holding History

Signature Wealth Management Group’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
-851
Closed -$55K – 210
2018
Q3 		$55K Buy
851
+8
+0.9% +$475 0.04% 105
2018
Q2 		$48K Sell
843
-100
-11% -$5.77K 0.04% 107
2018
Q1 		$59K Sell
943
-86
-8% -$5.7K 0.05% 95
2017
Q4 		$74K Buy
+1,029
New +$69K 0.05% 84

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signature Wealth Management Group's MO Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Altria Group (MO) in Q4 2018, closing a stake of 851 shares — an estimated $55K sold.

Signature Wealth Management Group first reported a position in MO in Q4 2017 and held it in 4 quarters. The position peaked at $74K in Q4 2017. 1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 851 Altria Group shares in Q4 2018, an estimated $55K.
  • Signature Wealth Management Group first reported a position in Altria Group in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Altria Group position peaked at $74K in Q4 2017.
  • 1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.