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EWMCB
EisnerAmper Wealth Management Corporate Benefits’s
British American Tobacco
BTI
Stock Holding History
EisnerAmper Wealth Management Corporate Benefits’s Portfolio
BTI Stock Details
BTI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
–
Sell
-9,802
Closed
-$540K
–
41
2015
Q3
$540K
Buy
9,802
+1,062
+12%
+$58.9K
0.38%
65
2015
Q2
$473K
Sell
8,740
-512
-6%
-$28.2K
0.36%
52
2015
Q1
$480K
Buy
9,252
+440
+5%
+$24.4K
0.36%
62
2014
Q4
$475K
Buy
+8,812
New
+$495K
0.38%
58
Other funds holding BTI
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$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
SCCM
Schafer Cullen Capital Management
New York
$491M AUM
41.48%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
WI
WHV Investments
San Francisco, California
$187M AUM
14.29%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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