Simply Money Advisors’s Altria Group MO Stock Holding History

Simply Money Advisors’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
2014 Q2	–	Sell	-600	Closed	-$22K	–	35
2014 Q1	$22K	Buy	600 +545	+991%	+$19.8K	﹤0.01%	36
2013 Q4	$2K	Buy	+55	New	+$2.03K	﹤0.01%	68
2013 Q3	–	Sell	-724	Closed	-$25K	–	276
2013 Q2	$25K	Buy	+724	New	+$26K	﹤0.01%	96

Other funds holding MO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simply Money Advisors's MO Position: Q2 2014 in Review

Simply Money Advisors sold out of Altria Group (MO) in Q2 2014, closing a stake of 600 shares — an estimated $22K sold.

Simply Money Advisors first reported a position in MO in Q2 2013 and held it in 3 quarters. The position peaked at $25K in Q2 2013. 1,200 funds tracked by Wall St. Rank hold MO as of Q2 2014.

Simply Money Advisors reported no remaining Altria Group position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 600 Altria Group shares in Q2 2014, an estimated $22K.
Simply Money Advisors first reported a position in Altria Group in Q2 2013 and held it in 3 quarters.
Simply Money Advisors's Altria Group position peaked at $25K in Q2 2013.
1,200 funds tracked by Wall St. Rank held Altria Group as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.