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Asset Planning Services Inc’s British American Tobacco BTI Stock Holding History

Asset Planning Services Inc’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
2018
Q2 		– Sell
-58,039
Closed -$3.35M – 36
2018
Q1 		$3.35M Buy
58,039
+249
+0.4% +$15.7K 2.47% 27
2017
Q4 		$3.87M Buy
57,790
+950
+2% +$61.9K 2.73% 25
2017
Q3 		$3.55M Buy
+56,840
New +$3.67M 2.87% 26

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Asset Planning Services Inc's BTI Position: Q2 2018 in Review

Asset Planning Services Inc sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 58,039 shares — an estimated $3.35M sold.

Asset Planning Services Inc first reported a position in BTI in Q3 2017 and held it in 3 quarters. The position peaked at $3.87M in Q4 2017. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

  • Asset Planning Services Inc reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
  • Asset Planning Services Inc sold 58,039 British American Tobacco shares in Q2 2018, an estimated $3.35M.
  • Asset Planning Services Inc first reported a position in British American Tobacco in Q3 2017 and held it in 3 quarters.
  • Asset Planning Services Inc's British American Tobacco position peaked at $3.87M in Q4 2017.
  • 520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on Asset Planning Services Inc's 13F filing for Q2 2018, filed 17 Jul 2018.