Catamount Wealth Management’s British American Tobacco BTI Stock Holding History

Catamount Wealth Management’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	-148	Closed	-$9K	–	183
2018 Q1	$9K	Hold	148	–	–	﹤0.01%	135
2017 Q4	$10K	Hold	148	–	–	0.01%	130
2017 Q3	$9K	Hold	148	–	–	0.01%	136
2017 Q2	$10K	Hold	148	–	–	0.01%	130
2017 Q1	$10K	Buy	+148	New	+$9.16K	0.01%	135

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Catamount Wealth Management's BTI Position: Q2 2018 in Review

Catamount Wealth Management sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 148 shares — an estimated $9K sold.

Catamount Wealth Management first reported a position in BTI in Q1 2017 and held it in 5 quarters. The position peaked at $10K in Q4 2017. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

Catamount Wealth Management reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
Catamount Wealth Management sold 148 British American Tobacco shares in Q2 2018, an estimated $9K.
Catamount Wealth Management first reported a position in British American Tobacco in Q1 2017 and held it in 5 quarters.
Catamount Wealth Management's British American Tobacco position peaked at $10K in Q4 2017.
520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on Catamount Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.