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Winifred I. Li’s Altria Group MO Stock Holding History

Winifred I. Li’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
2014
Q4 		$3K Buy
+60
New +$2.92K ﹤0.01% 453
2014
Q2 		– Sell
-131
Closed -$5K – 389
2014
Q1 		$5K Hold
131
– – ﹤0.01% 365
2013
Q4 		$5K Hold
131
– – ﹤0.01% 359
2013
Q3 		$4K Sell
131
-131
-50% -$4.62K ﹤0.01% 351
2013
Q2 		$9K Buy
+262
New +$9.41K 0.01% 346

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winifred I. Li's MO Position: Q4 2014 in Review

Winifred I. Li opened a new position in Altria Group (MO) in Q4 2014: 60 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Winifred I. Li previously reported a position in MO as recently as Q1 2014.

Winifred I. Li first reported a position in MO in Q2 2013 and has held it in 5 quarters since. The position peaked at $9K in Q2 2013. 1,336 funds tracked by Wall St. Rank hold MO as of Q4 2014.

  • Winifred I. Li held 60 shares of Altria Group worth $3K as of Q4 2014.
  • Altria Group was a new Winifred I. Li position in Q4 2014.
  • Altria Group made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #453 holding.
  • Winifred I. Li first reported a position in Altria Group in Q2 2013 and has held it in 5 quarters since.
  • Winifred I. Li's Altria Group position peaked at $9K in Q2 2013.
  • 1,336 funds tracked by Wall St. Rank held Altria Group as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.