Cypress Wealth Advisors’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
2017
Q2
Sell
-3,089
Closed -$205K 103
2017
Q1
$205K Buy
+3,089
New +$191K 0.09% 199
2016
Q4
Sell
-3,170
Closed -$202K 210
2016
Q3
$202K Buy
+3,170
New +$201K 0.09% 189

Other funds holding BTI

Cypress Wealth Advisors's BTI Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of British American Tobacco (BTI) in Q2 2017, closing a stake of 3,089 shares — an estimated $205K sold.

Cypress Wealth Advisors first reported a position in BTI in Q3 2016 and held it in 2 quarters. The position peaked at $205K in Q1 2017. 332 funds tracked by Wall St. Rank hold BTI as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining British American Tobacco position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,089 British American Tobacco shares in Q2 2017, an estimated $205K.
  • Cypress Wealth Advisors first reported a position in British American Tobacco in Q3 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's British American Tobacco position peaked at $205K in Q1 2017.
  • 332 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.