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Echo Point Investment Management’s British American Tobacco BTI Stock Holding History

Echo Point 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
2013
Q3 		$2K Hold
32
– – 0.01% 11
2013
Q2 		$2K Buy
+32
New +$1.76K 0.01% 9

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Echo Point Investment Management's BTI Position: Q3 2013 in Review

Echo Point Investment Management held its British American Tobacco (BTI) position steady in Q3 2013 at 32 shares worth $2K. The position accounts for 0.01% of the portfolio, ranked #11.

Echo Point Investment Management first reported a position in BTI in Q2 2013 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold BTI as of Q3 2013.

  • Echo Point Investment Management held 32 shares of British American Tobacco worth $2K as of Q3 2013.
  • Echo Point Investment Management left its British American Tobacco share count unchanged in Q3 2013.
  • British American Tobacco made up 0.01% of Echo Point Investment Management's portfolio in Q3 2013, its #11 holding.
  • Echo Point Investment Management first reported a position in British American Tobacco in Q2 2013 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2013.

Based on Echo Point Investment Management's 13F filing for Q3 2013, filed 5 Nov 2013.