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WealthShield’s Altria Group MO Stock Holding History

WealthShield’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
Q4 		$260K Buy
+3,678
New +$246K 0.16% 108

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthShield's MO Position: Q4 2017 in Review

WealthShield opened a new position in Altria Group (MO) in Q4 2017: 3,678 shares worth $260K. The stake represents 0.16% of the portfolio and ranks #108 among its holdings.

1,743 funds tracked by Wall St. Rank hold MO as of Q4 2017.

  • WealthShield held 3,678 shares of Altria Group worth $260K as of Q4 2017.
  • Altria Group was a new WealthShield position in Q4 2017.
  • Altria Group made up 0.16% of WealthShield's portfolio in Q4 2017, its #108 holding.
  • 1,743 funds tracked by Wall St. Rank held Altria Group as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.