Duff & Phelps Investment Management’s British American Tobacco BTI Stock Holding History

Duff & Phelps Investment 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
2017 Q3	–	Sell	-90,759	Closed	-$6.22M	–	258
2017 Q2	$6.22M	Sell	90,759 -310	-0.3%	-$21.5K	0.09%	140
2017 Q1	$6.04M	Buy	91,069 +7,123	+8%	+$441K	0.09%	144
2016 Q4	$4.74M	Buy	83,946 +28,896	+52%	+$1.64M	0.07%	150
2016 Q3	$3.51M	Buy	+55,050	New	+$3.49M	0.05%	154

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Duff & Phelps Investment Management's BTI Position: Q3 2017 in Review

Duff & Phelps Investment Management sold out of British American Tobacco (BTI) in Q3 2017, closing a stake of 90,759 shares — an estimated $6.22M sold.

Duff & Phelps Investment Management first reported a position in BTI in Q3 2016 and held it in 4 quarters. The position peaked at $6.22M in Q2 2017. 596 funds tracked by Wall St. Rank hold BTI as of Q3 2017.

Duff & Phelps Investment Management reported no remaining British American Tobacco position as of Q3 2017 after selling out during the quarter.
Duff & Phelps Investment Management sold 90,759 British American Tobacco shares in Q3 2017, an estimated $6.22M.
Duff & Phelps Investment Management first reported a position in British American Tobacco in Q3 2016 and held it in 4 quarters.
Duff & Phelps Investment Management's British American Tobacco position peaked at $6.22M in Q2 2017.
596 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2017.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2017, filed 25 Oct 2017.