Blue Chip Partners’s British American Tobacco BTI Stock Holding History

Blue Chip 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 Q3	–	Sell	-11,642	Closed	-$587K	–	137
2018 Q2	$587K	Sell	11,642 -7,647	-40%	-$403K	0.16%	82
2018 Q1	$1.11M	Sell	19,289 -6,694	-26%	-$421K	0.31%	67
2017 Q4	$1.74M	Sell	25,983 -2,237	-8%	-$146K	0.51%	57
2017 Q3	$1.76M	Buy	+28,220	New	+$1.82M	0.57%	55

Other funds holding BTI

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Blue Chip Partners's BTI Position: Q3 2018 in Review

Blue Chip Partners sold out of British American Tobacco (BTI) in Q3 2018, closing a stake of 11,642 shares — an estimated $587K sold.

Blue Chip Partners first reported a position in BTI in Q3 2017 and held it in 4 quarters. The position peaked at $1.76M in Q3 2017. 517 funds tracked by Wall St. Rank hold BTI as of Q3 2018.

Blue Chip Partners reported no remaining British American Tobacco position as of Q3 2018 after selling out during the quarter.
Blue Chip Partners sold 11,642 British American Tobacco shares in Q3 2018, an estimated $587K.
Blue Chip Partners first reported a position in British American Tobacco in Q3 2017 and held it in 4 quarters.
Blue Chip Partners's British American Tobacco position peaked at $1.76M in Q3 2017.
517 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2018.

Based on Blue Chip Partners's 13F filing for Q3 2018, filed 26 Oct 2018.