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

Elite 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
2014
Q1 		– Sell
-66
Closed -$4K – 367
2013
Q4 		$4K Sell
66
-504
-88% -$26.8K ﹤0.01% 504
2013
Q3 		$30K Hold
570
– – 0.03% 203
2013
Q2 		$29K Buy
+570
New +$31.4K 0.04% 154

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Elite Wealth Management's BTI Position: Q1 2014 in Review

Elite Wealth Management sold out of British American Tobacco (BTI) in Q1 2014, closing a stake of 66 shares — an estimated $4K sold.

Elite Wealth Management first reported a position in BTI in Q2 2013 and held it in 3 quarters. The position peaked at $30K in Q3 2013. 222 funds tracked by Wall St. Rank hold BTI as of Q1 2014.

  • Elite Wealth Management reported no remaining British American Tobacco position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 66 British American Tobacco shares in Q1 2014, an estimated $4K.
  • Elite Wealth Management first reported a position in British American Tobacco in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's British American Tobacco position peaked at $30K in Q3 2013.
  • 222 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.