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WFG Advisors’s Altria Group MO Stock Holding History

WFG Advisors’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
Q2 		$2.27M Buy
30,459
+2,168
+8% +$159K 0.51% 41
2017
Q1 		$2.02M Sell
28,291
-2,208
-7% -$160K 0.54% 39
2016
Q4 		$2.06M Sell
30,499
-3,763
-11% -$242K 0.5% 44
2016
Q3 		$2.17M Buy
34,262
+3,113
+10% +$207K 0.54% 38
2016
Q2 		$2.15M Buy
31,149
+16
+0.1% +$1.02K 0.57% 34
2016
Q1 		$1.95M Sell
31,133
-1,692
-5% -$102K 0.56% 33
2015
Q4 		$1.91M Buy
32,825
+2,534
+8% +$147K 0.57% 32
2015
Q3 		$1.65M Sell
30,291
-918
-3% -$49.2K 0.52% 39
2015
Q2 		$1.53M Buy
31,209
+5,544
+22% +$281K 0.42% 48
2015
Q1 		$1.28M Sell
25,665
-15,262
-37% -$810K 0.36% 57
2014
Q4 		$2.02M Sell
40,927
-176
-0.4% -$8.57K 0.41% 42
2014
Q3 		$1.89M Sell
41,103
-802
-2% -$34.4K 0.36% 48
2014
Q2 		$1.76M Sell
41,905
-552
-1% -$22.2K 0.33% 66
2014
Q1 		$1.59M Sell
42,457
-215,008
-84% -$7.81M 0.32% 58
2013
Q4 		$9.88M Buy
257,465
+7,601
+3% +$281K 1.41% 4
2013
Q3 		$8.58M Buy
249,864
+23,757
+11% +$837K 1.33% 5
2013
Q2 		$7.91M Buy
+226,107
New +$8.12M 1.32% 6

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WFG Advisors's MO Position: Q2 2017 in Review

WFG Advisors increased its Altria Group (MO) stake by 7.7% in Q2 2017, buying an estimated $159K and bringing the position to 30,459 shares worth $2.27M. The position accounts for 0.51% of the portfolio, ranked #41.

WFG Advisors first reported a position in MO in Q2 2013 and has held it in 17 quarters since. The position peaked at $9.88M in Q4 2013. 1,601 funds tracked by Wall St. Rank hold MO as of Q2 2017.

  • WFG Advisors held 30,459 shares of Altria Group worth $2.27M as of Q2 2017.
  • WFG Advisors bought 2,168 Altria Group shares in Q2 2017, an estimated $159K.
  • Altria Group made up 0.51% of WFG Advisors's portfolio in Q2 2017, its #41 holding.
  • WFG Advisors first reported a position in Altria Group in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Altria Group position peaked at $9.88M in Q4 2013.
  • 1,601 funds tracked by Wall St. Rank held Altria Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.