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Sit Investment Associates’s Altria Group MO Stock Holding History

Sit Investment Associates’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
2017
Q2 		– Sell
-131
Closed -$9K – 652
2017
Q1 		$9K Hold
131
– – ﹤0.01% 510
2016
Q4 		$9K Buy
+131
New +$8.44K ﹤0.01% 503

Other funds holding MO

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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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Sit Investment Associates's MO Position: Q2 2017 in Review

Sit Investment Associates sold out of Altria Group (MO) in Q2 2017, closing a stake of 131 shares — an estimated $9K sold.

Sit Investment Associates first reported a position in MO in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 1,602 funds tracked by Wall St. Rank hold MO as of Q2 2017.

  • Sit Investment Associates reported no remaining Altria Group position as of Q2 2017 after selling out during the quarter.
  • Sit Investment Associates sold 131 Altria Group shares in Q2 2017, an estimated $9K.
  • Sit Investment Associates first reported a position in Altria Group in Q4 2016 and held it in 2 quarters.
  • Sit Investment Associates's Altria Group position peaked at $9K in Q1 2017.
  • 1,602 funds tracked by Wall St. Rank held Altria Group as of Q2 2017.

Based on Sit Investment Associates's 13F filing for Q2 2017, filed 19 Jul 2017.