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Center for Financial Planning’s British American Tobacco BTI Stock Holding History

Center for Financial Planning’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
2020
Q1 		– Sell
-62
Closed -$3K – 571
2019
Q4 		$3K Buy
+62
New +$2.34K ﹤0.01% 396

Other funds holding BTI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Center for Financial Planning's BTI Position: Q1 2020 in Review

Center for Financial Planning sold out of British American Tobacco (BTI) in Q1 2020, closing a stake of 62 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in BTI in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 412 funds tracked by Wall St. Rank hold BTI as of Q1 2020.

  • Center for Financial Planning reported no remaining British American Tobacco position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 62 British American Tobacco shares in Q1 2020, an estimated $3K.
  • Center for Financial Planning first reported a position in British American Tobacco in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's British American Tobacco position peaked at $3K in Q4 2019.
  • 412 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.