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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
– Sell
-3,778
Closed -$221K – 692
2016
Q1
$221K Sell
3,778
-210
-5% -$11.6K 0.03% 562
2015
Q4
$220K Sell
3,988
-3,840
-49% -$220K 0.03% 568
2015
Q3
$431K Buy
7,828
+306
+4% +$17K 0.06% 388
2015
Q2
$408K Buy
+7,522
New +$415K 0.05% 407

Other funds holding BTI

Concert Wealth Management's BTI Position: Q2 2016 in Review

Concert Wealth Management sold out of British American Tobacco (BTI) in Q2 2016, closing a stake of 3,778 shares — an estimated $221K sold.

Concert Wealth Management first reported a position in BTI in Q2 2015 and held it in 4 quarters. The position peaked at $431K in Q3 2015. 286 funds tracked by Wall St. Rank hold BTI as of Q2 2016.

  • Concert Wealth Management reported no remaining British American Tobacco position as of Q2 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,778 British American Tobacco shares in Q2 2016, an estimated $221K.
  • Concert Wealth Management first reported a position in British American Tobacco in Q2 2015 and held it in 4 quarters.
  • Concert Wealth Management's British American Tobacco position peaked at $431K in Q3 2015.
  • 286 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.