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Epstein & White Financial’s British American Tobacco BTI Stock Holding History

Epstein & White Financial’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 		– Sell
-3,271
Closed -$215K – 107
2018
Q1 		$215K Sell
3,271
-71
-2% -$4.46K 0.14% 102
2017
Q4 		$241K Buy
+3,342
New +$218K 0.14% 93

Other funds holding BTI

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Epstein & White Financial's BTI Position: Q2 2018 in Review

Epstein & White Financial sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 3,271 shares — an estimated $215K sold.

Epstein & White Financial first reported a position in BTI in Q4 2017 and held it in 2 quarters. The position peaked at $241K in Q4 2017. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

  • Epstein & White Financial reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 3,271 British American Tobacco shares in Q2 2018, an estimated $215K.
  • Epstein & White Financial first reported a position in British American Tobacco in Q4 2017 and held it in 2 quarters.
  • Epstein & White Financial's British American Tobacco position peaked at $241K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.