Edge Advisors’s British American Tobacco BTI Stock Holding History

Edge Advisors’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	$2.17M	Buy	43,133 +4,759	+12%	+$251K	0.19%	112
2018 Q1	$2.21M	Buy	38,374 +36,727	+2,230%	+$2.31M	0.21%	109
2017 Q4	$110K	Buy	1,647 +342	+26%	+$22.3K	0.01%	381
2017 Q3	$81K	Buy	1,305 +713	+120%	+$46K	0.01%	424
2017 Q2	$40K	Buy	592 +110	+23%	+$7.64K	﹤0.01%	541
2017 Q1	$31K	Buy	+482	New	+$29.8K	﹤0.01%	597

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

Edge Advisors's BTI Position: Q2 2018 in Review

Edge Advisors increased its British American Tobacco (BTI) stake by 12% in Q2 2018, buying an estimated $251K and bringing the position to 43,133 shares worth $2.17M. The position accounts for 0.19% of the portfolio, ranked #112.

Edge Advisors first reported a position in BTI in Q1 2017 and has held it in 6 quarters since. The position peaked at $2.21M in Q1 2018. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

Edge Advisors held 43,133 shares of British American Tobacco worth $2.17M as of Q2 2018.
Edge Advisors bought 4,759 British American Tobacco shares in Q2 2018, an estimated $251K.
British American Tobacco made up 0.19% of Edge Advisors's portfolio in Q2 2018, its #112 holding.
Edge Advisors first reported a position in British American Tobacco in Q1 2017 and has held it in 6 quarters since.
Edge Advisors's British American Tobacco position peaked at $2.21M in Q1 2018.
520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.