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Stillwater Investment Management (Minnesota)’s Altria Group MO Stock Holding History

Stillwater Investment Management (Minnesota)’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
-3,424
Closed -$206K – 65
2018
Q3 		$206K Sell
3,424
-336
-9% -$19.9K 0.08% 67
2018
Q2 		$214K Buy
3,760
+35
+0.9% +$2.02K 0.09% 64
2018
Q1 		$232K Sell
3,725
-210
-5% -$13.9K 0.1% 65
2017
Q4 		$281K Buy
3,935
+35
+0.9% +$2.35K 0.17% 57
2017
Q3 		$247K Buy
3,900
+28
+0.7% +$1.87K 0.11% 65
2017
Q2 		$288K Sell
3,872
-331
-8% -$24.2K 0.14% 63
2017
Q1 		$300K Buy
4,203
+33
+0.8% +$2.39K 0.14% 66
2016
Q4 		$282K Sell
4,170
-43
-1% -$2.77K 0.15% 68
2016
Q3 		$266K Buy
4,213
+30
+0.7% +$1.99K 0.14% 67
2016
Q2 		$288K Buy
+4,183
New +$268K 0.16% 62
2014
Q1 		– Sell
-6,445
Closed -$247K – 69
2013
Q4 		$247K Buy
+6,445
New +$238K 0.19% 68

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

Stillwater Investment Management (Minnesota)'s MO Position: Q4 2018 in Review

Stillwater Investment Management (Minnesota) sold out of Altria Group (MO) in Q4 2018, closing a stake of 3,424 shares — an estimated $206K sold.

Stillwater Investment Management (Minnesota) first reported a position in MO in Q4 2013 and held it in 11 quarters. The position peaked at $300K in Q1 2017. 1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • Stillwater Investment Management (Minnesota) reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
  • Stillwater Investment Management (Minnesota) sold 3,424 Altria Group shares in Q4 2018, an estimated $206K.
  • Stillwater Investment Management (Minnesota) first reported a position in Altria Group in Q4 2013 and held it in 11 quarters.
  • Stillwater Investment Management (Minnesota)'s Altria Group position peaked at $300K in Q1 2017.
  • 1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q4 2018, filed 4 Jan 2019.