Clarus Wealth Advisors’s British American Tobacco BTI Stock Holding History

Clarus Wealth Advisors’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	-3,787	Closed	-$132K	–	197
2019 Q2	$132K	Hold	3,787	–	–	0.1%	155
2019 Q1	$158K	Hold	3,787	–	–	0.12%	132
2018 Q4	$121K	Sell	3,787 -94	-2%	-$3.66K	0.19%	141
2018 Q3	$181K	Buy	3,881 +2	+0.1%	+$102	0.12%	145
2018 Q2	$224K	Hold	3,879	–	–	0.17%	93
2018 Q1	$224K	Sell	3,879 -540	-12%	-$34K	0.21%	93
2017 Q4	$296K	Buy	+4,419	New	+$288K	0.28%	56

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

Clarus Wealth Advisors's BTI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of British American Tobacco (BTI) in Q3 2019, closing a stake of 3,787 shares — an estimated $132K sold.

Clarus Wealth Advisors first reported a position in BTI in Q4 2017 and held it in 7 quarters. The position peaked at $296K in Q4 2017. 419 funds tracked by Wall St. Rank hold BTI as of Q3 2019.

Clarus Wealth Advisors reported no remaining British American Tobacco position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,787 British American Tobacco shares in Q3 2019, an estimated $132K.
Clarus Wealth Advisors first reported a position in British American Tobacco in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's British American Tobacco position peaked at $296K in Q4 2017.
419 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.