ARS Wealth Advisors’s British American Tobacco BTI Stock Holding History

ARS Wealth 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
2016 Q4	–	Sell	-3,370	Closed	-$215K	–	104
2016 Q3	$215K	Hold	3,370	–	–	0.09%	92
2016 Q2	$218K	Buy	+3,370	New	+$204K	0.09%	81
2016 Q1	–	Sell	-3,890	Closed	-$215K	–	76
2015 Q4	$215K	Sell	3,890 -540	-12%	-$31K	0.11%	71
2015 Q3	$244K	Sell	4,430 -690	-13%	-$38.3K	0.12%	61
2015 Q2	$277K	Sell	5,120 -4,386	-46%	-$242K	0.12%	54
2015 Q1	$493K	Sell	9,506 -1,602	-14%	-$88.8K	0.21%	36
2014 Q4	$599K	Sell	11,108 -1,602	-13%	-$90K	0.26%	32
2014 Q3	$719K	Sell	12,710 -430	-3%	-$25.4K	0.33%	25
2014 Q2	$782K	Sell	13,140 -16,862	-56%	-$988K	0.38%	25
2014 Q1	$1.67M	Sell	30,002 -7,420	-20%	-$386K	1%	18
2013 Q4	$2.01M	Buy	+37,422	New	+$1.99M	1.24%	15

Other funds holding BTI

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

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

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

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

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

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

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

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

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

ARS Wealth Advisors's BTI Position: Q4 2016 in Review

ARS Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2016, closing a stake of 3,370 shares — an estimated $215K sold.

ARS Wealth Advisors first reported a position in BTI in Q4 2013 and held it in 11 quarters. The position peaked at $2.01M in Q4 2013. 304 funds tracked by Wall St. Rank hold BTI as of Q4 2016.

ARS Wealth Advisors reported no remaining British American Tobacco position as of Q4 2016 after selling out during the quarter.
ARS Wealth Advisors sold 3,370 British American Tobacco shares in Q4 2016, an estimated $215K.
ARS Wealth Advisors first reported a position in British American Tobacco in Q4 2013 and held it in 11 quarters.
ARS Wealth Advisors's British American Tobacco position peaked at $2.01M in Q4 2013.
304 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2016.

Based on ARS Wealth Advisors's 13F filing for Q4 2016, filed 11 Jun 2021.