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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Apriem Advisors's BTI Position: Q2 2017 in Review

Apriem Advisors sold out of British American Tobacco (BTI) in Q2 2017, closing a stake of 458 shares — an estimated $30K sold.

Apriem Advisors first reported a position in BTI in Q2 2015 and held it in 4 quarters. The position peaked at $30K in Q1 2017. 332 funds tracked by Wall St. Rank hold BTI as of Q2 2017.

Apriem Advisors reported no remaining British American Tobacco position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 458 British American Tobacco shares in Q2 2017, an estimated $30K.
Apriem Advisors first reported a position in British American Tobacco in Q2 2015 and held it in 4 quarters.
Apriem Advisors's British American Tobacco position peaked at $30K in Q1 2017.
332 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.