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Apriem Advisors’s British American Tobacco BTI Stock Holding History

Apriem Advisors’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
2017
Q2 		– Sell
-458
Closed -$30K – 191
2017
Q1 		$30K Hold
458
– – 0.01% 290
2016
Q4 		$26K Buy
+458
New +$25.9K 0.01% 310
2016
Q1 		– Sell
-76
Closed -$4K – 575
2015
Q4 		$4K Buy
+76
New +$4.36K ﹤0.01% 448
2015
Q3 		– Sell
-262
Closed -$14K – 525
2015
Q2 		$14K Buy
+262
New +$14.4K ﹤0.01% 369

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return