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Spectrum Financial Alliance’s Altria Group MO Stock Holding History

Spectrum Financial Alliance’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
2019
Q1 		– Sell
-450
Closed -$22K – 67
2018
Q4 		$22K Hold
450
– – 0.02% 40
2018
Q3 		$27K Hold
450
– – 0.02% 40
2018
Q2 		$25K Buy
+450
New +$26K 0.02% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Financial Alliance's MO Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Altria Group (MO) in Q1 2019, closing a stake of 450 shares — an estimated $22K sold.

Spectrum Financial Alliance first reported a position in MO in Q2 2018 and held it in 3 quarters. The position peaked at $27K in Q3 2018. 1,739 funds tracked by Wall St. Rank hold MO as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Altria Group position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 450 Altria Group shares in Q1 2019, an estimated $22K.
  • Spectrum Financial Alliance first reported a position in Altria Group in Q2 2018 and held it in 3 quarters.
  • Spectrum Financial Alliance's Altria Group position peaked at $27K in Q3 2018.
  • 1,739 funds tracked by Wall St. Rank held Altria Group as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.