Ariel Investments’s British American Tobacco BTI Stock Holding History

Ariel Investments’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 Q1	–	Sell	-19,360	Closed	-$1.09M	–	190
2016 Q4	$1.09M	Sell	19,360 -123,978	-86%	-$7.02M	0.01%	183
2016 Q3	$9.15M	Sell	143,338 -50,212	-26%	-$3.18M	0.11%	120
2016 Q2	$12.5M	Buy	193,550 +19,186	+11%	+$1.16M	0.16%	106
2016 Q1	$10.2M	Buy	174,364 +37,900	+28%	+$2.09M	0.12%	110
2015 Q4	$7.54M	Buy	136,464 +43,094	+46%	+$2.47M	0.09%	128
2015 Q3	$5.14M	Sell	93,370 -698	-0.7%	-$38.7K	0.06%	151
2015 Q2	$5.09M	Buy	94,068 +7,828	+9%	+$432K	0.06%	151
2015 Q1	$4.47M	Buy	86,240 +17,240	+25%	+$956K	0.05%	157
2014 Q4	$3.72M	Buy	69,000 +21,628	+46%	+$1.22M	0.04%	162
2014 Q3	$2.68M	Sell	47,372 -20,968	-31%	-$1.24M	0.03%	165
2014 Q2	$4.07M	Sell	68,340 -15,992	-19%	-$937K	0.05%	157
2014 Q1	$4.7M	Buy	84,332 +45,216	+116%	+$2.35M	0.06%	144
2013 Q4	$2.1M	Buy	+39,116	New	+$2.08M	0.03%	160

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ariel Investments's BTI Position: Q1 2017 in Review

Ariel Investments sold out of British American Tobacco (BTI) in Q1 2017, closing a stake of 19,360 shares — an estimated $1.09M sold.

Ariel Investments first reported a position in BTI in Q4 2013 and held it in 13 quarters. The position peaked at $12.5M in Q2 2016. 316 funds tracked by Wall St. Rank hold BTI as of Q1 2017.

Ariel Investments reported no remaining British American Tobacco position as of Q1 2017 after selling out during the quarter.
Ariel Investments sold 19,360 British American Tobacco shares in Q1 2017, an estimated $1.09M.
Ariel Investments first reported a position in British American Tobacco in Q4 2013 and held it in 13 quarters.
Ariel Investments's British American Tobacco position peaked at $12.5M in Q2 2016.
316 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2017.

Based on Ariel Investments's 13F filing for Q1 2017, filed 11 May 2017.