Aevitas Wealth Management’s British American Tobacco BTI Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-3,500	Closed	-$146K	–	129
2019 Q1	$146K	Buy	+3,500	New	+$127K	0.13%	117
2018 Q4	–	Sell	-860	Closed	-$33.4K	–	399
2018 Q3	$40K	Hold	860	–	–	0.04%	216
2018 Q2	$43K	Sell	860 -146	-15%	-$7.69K	0.04%	208
2018 Q1	$58K	Hold	1,006	–	–	0.06%	176
2017 Q4	$67K	Buy	+1,006	New	+$65.6K	0.06%	169

Other funds holding BTI

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Aevitas Wealth Management's BTI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of British American Tobacco (BTI) in Q2 2019, closing a stake of 3,500 shares — an estimated $146K sold.

Aevitas Wealth Management first reported a position in BTI in Q4 2017 and held it in 5 quarters. The position peaked at $146K in Q1 2019. 441 funds tracked by Wall St. Rank hold BTI as of Q2 2019.

Aevitas Wealth Management reported no remaining British American Tobacco position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 3,500 British American Tobacco shares in Q2 2019, an estimated $146K.
Aevitas Wealth Management first reported a position in British American Tobacco in Q4 2017 and held it in 5 quarters.
Aevitas Wealth Management's British American Tobacco position peaked at $146K in Q1 2019.
441 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.