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Baldwin Wealth Partners’s British American Tobacco BTI Stock Holding History

Baldwin Wealth 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
2017
Q2 		– Sell
-54
Closed -$4K – 478
2017
Q1 		$4K Buy
+54
New +$3.34K ﹤0.01% 454

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baldwin Wealth Partners's BTI Position: Q2 2017 in Review

Baldwin Wealth Partners sold out of British American Tobacco (BTI) in Q2 2017, closing a stake of 54 shares — an estimated $4K sold.

Baldwin Wealth Partners first reported a position in BTI in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 332 funds tracked by Wall St. Rank hold BTI as of Q2 2017.

  • Baldwin Wealth Partners reported no remaining British American Tobacco position as of Q2 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 54 British American Tobacco shares in Q2 2017, an estimated $4K.
  • Baldwin Wealth Partners first reported a position in British American Tobacco in Q1 2017 and held it in 1 quarter.
  • Baldwin Wealth Partners's British American Tobacco position peaked at $4K in Q1 2017.
  • 332 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2017.

Based on Baldwin Wealth Partners's 13F filing for Q2 2017, filed 13 Jul 2017.