TWM
MO icon

Torch Wealth Management’s Altria Group MO Stock Holding History

Torch Wealth Management’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
Q3 		– Sell
-700
Closed -$29K – 189
2014
Q2 		$29K Sell
700
-100
-13% -$4.02K 0.02% 191
2014
Q1 		$30K Hold
800
– – 0.02% 191
2013
Q4 		$31K Buy
+800
New +$29.5K 0.02% 170

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Torch Wealth Management's MO Position: Q3 2014 in Review

Torch Wealth Management sold out of Altria Group (MO) in Q3 2014, closing a stake of 700 shares — an estimated $29K sold.

Torch Wealth Management first reported a position in MO in Q4 2013 and held it in 3 quarters. The position peaked at $31K in Q4 2013. 1,229 funds tracked by Wall St. Rank hold MO as of Q3 2014.

  • Torch Wealth Management reported no remaining Altria Group position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 700 Altria Group shares in Q3 2014, an estimated $29K.
  • Torch Wealth Management first reported a position in Altria Group in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Altria Group position peaked at $31K in Q4 2013.
  • 1,229 funds tracked by Wall St. Rank held Altria Group as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.