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Andesa Financial Management’s British American Tobacco BTI Stock Holding History

Andesa Financial 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
-5,798
Closed -$244K – 114
2019
Q1 		$244K Buy
+5,798
New +$211K 0.12% 126

Other funds holding BTI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Andesa Financial Management's BTI Position: Q2 2019 in Review

Andesa Financial Management sold out of British American Tobacco (BTI) in Q2 2019, closing a stake of 5,798 shares — an estimated $244K sold.

Andesa Financial Management first reported a position in BTI in Q1 2019 and held it in 1 quarter. The position peaked at $244K in Q1 2019. 441 funds tracked by Wall St. Rank hold BTI as of Q2 2019.

  • Andesa Financial Management reported no remaining British American Tobacco position as of Q2 2019 after selling out during the quarter.
  • Andesa Financial Management sold 5,798 British American Tobacco shares in Q2 2019, an estimated $244K.
  • Andesa Financial Management first reported a position in British American Tobacco in Q1 2019 and held it in 1 quarter.
  • Andesa Financial Management's British American Tobacco position peaked at $244K in Q1 2019.
  • 441 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2019.

Based on Andesa Financial Management's 13F filing for Q2 2019, filed 30 Jul 2019.