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

Doyle 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
2019 Q3	–	Sell	-1	Closed	–	–	270
2019 Q2	$0	Buy	+1	New	+$38	﹤0.01%	844
2019 Q1	–	Sell	-3,291	Closed	-$105K	–	256
2018 Q4	$105K	Buy	+3,291	New	+$128K	0.02%	239

Other funds holding BTI

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Doyle Wealth Management's BTI Position: Q3 2019 in Review

Doyle Wealth Management sold out of British American Tobacco (BTI) in Q3 2019, closing a stake of 1 share.

Doyle Wealth Management first reported a position in BTI in Q4 2018 and held it in 2 quarters. The position peaked at $105K in Q4 2018. 419 funds tracked by Wall St. Rank hold BTI as of Q3 2019.

Doyle Wealth Management reported no remaining British American Tobacco position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1 British American Tobacco share in Q3 2019.
Doyle Wealth Management first reported a position in British American Tobacco in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's British American Tobacco position peaked at $105K in Q4 2018.
419 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.