Advocacy Wealth Management Services’s British American Tobacco BTI Stock Holding History

Advocacy Wealth Management Services’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-8	Closed	–	–	402
2016 Q1	$0	Buy	+8	New	+$440	﹤0.01%	512
2013 Q3	–	Sell	-70	Closed	-$4K	–	289
2013 Q2	$4K	Buy	+70	New	+$3.85K	0.02%	217

Other funds holding BTI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advocacy Wealth Management Services's BTI Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of British American Tobacco (BTI) in Q2 2016, closing a stake of 8 shares.

Advocacy Wealth Management Services first reported a position in BTI in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q2 2013. 286 funds tracked by Wall St. Rank hold BTI as of Q2 2016.

Advocacy Wealth Management Services reported no remaining British American Tobacco position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 8 British American Tobacco shares in Q2 2016.
Advocacy Wealth Management Services first reported a position in British American Tobacco in Q2 2013 and held it in 2 quarters.
Advocacy Wealth Management Services's British American Tobacco position peaked at $4K in Q2 2013.
286 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.