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

Elmwood 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
2020
Q3 		$0 Hold
8
– – ﹤0.01% 257
2020
Q2 		$0 Buy
+8
New +$307 ﹤0.01% 263

Other funds holding BTI

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elmwood Wealth Management's BTI Position: Q3 2020 in Review

Elmwood Wealth Management held its British American Tobacco (BTI) position steady in Q3 2020 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Elmwood Wealth Management first reported a position in BTI in Q2 2020 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold BTI as of Q3 2020.

  • Elmwood Wealth Management held 8 shares of British American Tobacco worth $0 as of Q3 2020.
  • Elmwood Wealth Management left its British American Tobacco share count unchanged in Q3 2020.
  • British American Tobacco made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #257 holding.
  • Elmwood Wealth Management first reported a position in British American Tobacco in Q2 2020 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.