Avantax Planning Partners’s British American Tobacco BTI Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-402	Closed	-$19K	–	406
2018 Q3	$19K	Buy	+402	New	+$20.4K	﹤0.01%	712
2018 Q2	–	Sell	-2,397	Closed	-$129K	–	409
2018 Q1	$129K	Sell	2,397 -656	-21%	-$41.3K	0.01%	360
2017 Q4	$205K	Sell	3,053 -5,799	-66%	-$378K	0.02%	288
2017 Q3	$553K	Buy	+8,852	New	+$571K	0.04%	193

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's BTI Position: Q4 2018 in Review

Avantax Planning Partners sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 402 shares — an estimated $19K sold.

Avantax Planning Partners first reported a position in BTI in Q3 2017 and held it in 4 quarters. The position peaked at $553K in Q3 2017. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

Avantax Planning Partners reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 402 British American Tobacco shares in Q4 2018, an estimated $19K.
Avantax Planning Partners first reported a position in British American Tobacco in Q3 2017 and held it in 4 quarters.
Avantax Planning Partners's British American Tobacco position peaked at $553K in Q3 2017.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.