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

Destination 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
2018 Q4	–	Sell	-566	Closed	-$26K	–	530
2018 Q3	$26K	Hold	566	–	–	﹤0.01%	369
2018 Q2	$29K	Hold	566	–	–	﹤0.01%	311
2018 Q1	$33K	Buy	+566	New	+$35.6K	﹤0.01%	294

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

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

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

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

Destination Wealth Management's BTI Position: Q4 2018 in Review

Destination Wealth Management sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 566 shares — an estimated $26K sold.

Destination Wealth Management first reported a position in BTI in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q1 2018. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

Destination Wealth Management reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 566 British American Tobacco shares in Q4 2018, an estimated $26K.
Destination Wealth Management first reported a position in British American Tobacco in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's British American Tobacco position peaked at $33K in Q1 2018.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.