Westfield Capital Management
MO icon

Westfield Capital Management’s Altria Group MO Stock Holding History

Westfield Capital 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
2016
Q2 		– Sell
-3,300
Closed -$207K – 274
2016
Q1 		$207K Buy
+3,300
New +$200K ﹤0.01% 252
2013
Q4 		– Sell
-43,408
Closed -$1.49M – 344
2013
Q3 		$1.49M Hold
43,408
– – 0.01% 264
2013
Q2 		$1.52M Buy
+43,408
New +$1.56M 0.01% 267

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westfield Capital Management's MO Position: Q2 2016 in Review

Westfield Capital Management sold out of Altria Group (MO) in Q2 2016, closing a stake of 3,300 shares — an estimated $207K sold.

Westfield Capital Management first reported a position in MO in Q2 2013 and held it in 3 quarters. The position peaked at $1.52M in Q2 2013. 1,514 funds tracked by Wall St. Rank hold MO as of Q2 2016.

  • Westfield Capital Management reported no remaining Altria Group position as of Q2 2016 after selling out during the quarter.
  • Westfield Capital Management sold 3,300 Altria Group shares in Q2 2016, an estimated $207K.
  • Westfield Capital Management first reported a position in Altria Group in Q2 2013 and held it in 3 quarters.
  • Westfield Capital Management's Altria Group position peaked at $1.52M in Q2 2013.
  • 1,514 funds tracked by Wall St. Rank held Altria Group as of Q2 2016.

Based on Westfield Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.