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

Concert 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
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

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Bank of America
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Arrowstreet Capital
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
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SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return