Certified Advisory Corp’s British American Tobacco BTI Stock Holding History

Certified Advisory Corp’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
2019 Q3	–	Sell	-93	Closed	-$3K	–	788
2019 Q2	$3K	Buy	93 +1	+1%	+$38	﹤0.01%	716
2019 Q1	$4K	Buy	92 +2	+2%	+$73	﹤0.01%	646
2018 Q4	$3K	Buy	90 +2	+2%	+$78	﹤0.01%	662
2018 Q3	$4K	Sell	88 -116	-57%	-$5.89K	﹤0.01%	671
2018 Q2	$10K	Sell	204 -108	-35%	-$5.69K	0.01%	530
2018 Q1	$18K	Sell	312 -168	-35%	-$10.6K	0.01%	426
2017 Q4	$32K	Buy	+480	New	+$31.3K	0.02%	290

Other funds holding BTI

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Certified Advisory Corp's BTI Position: Q3 2019 in Review

Certified Advisory Corp sold out of British American Tobacco (BTI) in Q3 2019, closing a stake of 93 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in BTI in Q4 2017 and held it in 7 quarters. The position peaked at $32K in Q4 2017. 419 funds tracked by Wall St. Rank hold BTI as of Q3 2019.

Certified Advisory Corp reported no remaining British American Tobacco position as of Q3 2019 after selling out during the quarter.
Certified Advisory Corp sold 93 British American Tobacco shares in Q3 2019, an estimated $3K.
Certified Advisory Corp first reported a position in British American Tobacco in Q4 2017 and held it in 7 quarters.
Certified Advisory Corp's British American Tobacco position peaked at $32K in Q4 2017.
419 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.