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United Bank (West Virginia)’s Altria Group MO Stock Holding History

United Bank (West Virginia)’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
Q3 		$788K Sell
12,419
-192
-2% -$12.8K 0.31% 50
2017
Q2 		$939K Sell
12,611
-70
-0.6% -$5.12K 0.4% 45
2017
Q1 		$906K Hold
12,681
– – 0.39% 45
2016
Q4 		$857K Sell
12,681
-1,501
-11% -$96.7K 0.38% 44
2016
Q3 		$897K Sell
14,182
-775
-5% -$51.5K 0.41% 45
2016
Q2 		$1.03M Buy
14,957
+804
+6% +$51.5K 0.47% 41
2016
Q1 		$886K Sell
14,153
-81
-0.6% -$4.9K 0.41% 44
2015
Q4 		$828K Sell
14,234
-1,935
-12% -$112K 0.4% 37
2015
Q3 		$879K Buy
16,169
+600
+4% +$32.2K 0.45% 34
2015
Q2 		$762K Sell
15,569
-231
-1% -$11.7K 0.34% 39
2015
Q1 		$791K Hold
15,800
– – 0.33% 39
2014
Q4 		$778K Sell
15,800
-900
-5% -$43.8K 0.29% 46
2014
Q3 		$767K Sell
16,700
-55
-0.3% -$2.36K 0.29% 46
2014
Q2 		$703K Sell
16,755
-300
-2% -$12.1K 0.26% 48
2014
Q1 		$639K Sell
17,055
-640
-4% -$23.3K 0.25% 46
2013
Q4 		$679K Hold
17,695
– – 0.27% 45
2013
Q3 		$607K Buy
17,695
+100
+0.6% +$3.52K 0.26% 45
2013
Q2 		$616K Buy
+17,595
New +$632K 0.28% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

United Bank (West Virginia)'s MO Position: Q3 2017 in Review

United Bank (West Virginia) reduced its Altria Group (MO) stake by 1.5% in Q3 2017, selling an estimated $12.8K and leaving 12,419 shares worth $788K. The position accounts for 0.31% of the portfolio, ranked #50.

United Bank (West Virginia) first reported a position in MO in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.03M in Q2 2016. 1,561 funds tracked by Wall St. Rank hold MO as of Q3 2017.

  • United Bank (West Virginia) held 12,419 shares of Altria Group worth $788K as of Q3 2017.
  • United Bank (West Virginia) sold 192 Altria Group shares in Q3 2017, an estimated $12.8K.
  • Altria Group made up 0.31% of United Bank (West Virginia)'s portfolio in Q3 2017, its #50 holding.
  • United Bank (West Virginia) first reported a position in Altria Group in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s Altria Group position peaked at $1.03M in Q2 2016.
  • 1,561 funds tracked by Wall St. Rank held Altria Group as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.