WealthTrust-Arizona’s Altria Group MO Stock Holding History

WealthTrust-Arizona’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	$20K	Buy	399 +217	+119%	+$12.6K	0.01%	267
2018 Q3	$11K	Hold	182	–	–	0.01%	396
2018 Q2	$10K	Hold	182	–	–	0.01%	395
2018 Q1	$11K	Hold	182	–	–	0.01%	384
2017 Q4	$13K	Hold	182	–	–	0.01%	364
2017 Q3	$12K	Hold	182	–	–	0.01%	370
2017 Q2	$14K	Hold	182	–	–	0.01%	322
2017 Q1	$13K	Hold	182	–	–	0.01%	333
2016 Q4	$12K	Hold	182	–	–	0.01%	342
2016 Q3	$12K	Hold	182	–	–	0.01%	336
2016 Q2	$13K	Hold	182	–	–	0.01%	311
2016 Q1	$11K	Sell	182 -224	-55%	-$13.5K	0.01%	332
2015 Q4	$24K	Sell	406 -26	-6%	-$1.51K	0.01%	226
2015 Q3	$23K	Buy	432 +2	+0.5%	+$107	0.01%	233
2015 Q2	$21K	Buy	430 +178	+71%	+$9.02K	0.01%	273
2015 Q1	$13K	Buy	252 +224	+800%	+$11.9K	0.01%	368
2014 Q4	$1K	Sell	28 -50	-64%	-$2.44K	﹤0.01%	593
2014 Q3	$4K	Hold	78	–	–	﹤0.01%	516
2014 Q2	$3K	Sell	78 -1,250	-94%	-$50.3K	﹤0.01%	524
2014 Q1	$50K	Hold	1,328	–	–	0.06%	158
2013 Q4	$51K	Hold	1,328	–	–	0.06%	139
2013 Q3	$46K	Hold	1,328	–	–	0.06%	143
2013 Q2	$46K	Buy	+1,328	New	+$47.7K	0.06%	142

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust-Arizona's MO Position: Q4 2018 in Review

WealthTrust-Arizona increased its Altria Group (MO) stake by 119% in Q4 2018, buying an estimated $12.6K and bringing the position to 399 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #267.

WealthTrust-Arizona first reported a position in MO in Q2 2013 and has held it in 23 quarters since. The position peaked at $51K in Q4 2013. 1,691 funds tracked by Wall St. Rank hold MO as of Q4 2018.

WealthTrust-Arizona held 399 shares of Altria Group worth $20K as of Q4 2018.
WealthTrust-Arizona bought 217 Altria Group shares in Q4 2018, an estimated $12.6K.
Altria Group made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #267 holding.
WealthTrust-Arizona first reported a position in Altria Group in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Altria Group position peaked at $51K in Q4 2013.
1,691 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.