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Stanford Investment Group’s Altria Group MO Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-681
Closed -$46K – 175
2016
Q4 		$46K Sell
681
-271
-28% -$17.5K 0.02% 151
2016
Q3 		$60K Buy
952
+4
+0.4% +$266 0.03% 132
2016
Q2 		$65K Buy
948
+4
+0.4% +$256 0.03% 116
2016
Q1 		$59K Buy
944
+5
+0.5% +$302 0.03% 120
2015
Q4 		$55K Buy
939
+280
+42% +$16.2K 0.03% 121
2015
Q3 		$36K Buy
659
+5
+0.8% +$268 0.03% 145
2015
Q2 		$32K Buy
654
+4
+0.6% +$203 0.02% 175
2015
Q1 		$32K Sell
650
-1,395
-68% -$74.1K 0.03% 181
2014
Q4 		$101K Buy
+2,045
New +$99.6K 0.08% 90

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Stanford Investment Group's MO Position: Q1 2017 in Review

Stanford Investment Group sold out of Altria Group (MO) in Q1 2017, closing a stake of 681 shares — an estimated $46K sold.

Stanford Investment Group first reported a position in MO in Q4 2014 and held it in 9 quarters. The position peaked at $101K in Q4 2014. 1,621 funds tracked by Wall St. Rank hold MO as of Q1 2017.

  • Stanford Investment Group reported no remaining Altria Group position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 681 Altria Group shares in Q1 2017, an estimated $46K.
  • Stanford Investment Group first reported a position in Altria Group in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Altria Group position peaked at $101K in Q4 2014.
  • 1,621 funds tracked by Wall St. Rank held Altria Group as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.