D. Scott Neal’s British American Tobacco BTI Stock Holding History

D. Scott Neal’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
2018 Q2	–	Sell	-1,701	Closed	-$98K	–	83
2018 Q1	$98K	Hold	1,701	–	–	0.06%	58
2017 Q4	$114K	Hold	1,701	–	–	0.07%	57
2017 Q3	$106K	Buy	+1,701	New	+$110K	0.06%	57
2017 Q1	–	Sell	-46	Closed	-$3K	–	162
2016 Q4	$3K	Hold	46	–	–	﹤0.01%	142
2016 Q3	$3K	Hold	46	–	–	﹤0.01%	140
2016 Q2	$3K	Hold	46	–	–	﹤0.01%	140
2016 Q1	$3K	Hold	46	–	–	﹤0.01%	128
2015 Q4	$3K	Buy	+46	New	+$2.64K	﹤0.01%	124

Other funds holding BTI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

D. Scott Neal's BTI Position: Q2 2018 in Review

D. Scott Neal sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 1,701 shares — an estimated $98K sold.

D. Scott Neal first reported a position in BTI in Q4 2015 and held it in 8 quarters. The position peaked at $114K in Q4 2017. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

D. Scott Neal reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
D. Scott Neal sold 1,701 British American Tobacco shares in Q2 2018, an estimated $98K.
D. Scott Neal first reported a position in British American Tobacco in Q4 2015 and held it in 8 quarters.
D. Scott Neal's British American Tobacco position peaked at $114K in Q4 2017.
520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.