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Essex Financial Services’s British American Tobacco BTI Stock Holding History

Essex Financial Services’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
2017
Q4 		– Sell
-4,040
Closed -$252K – 285
2017
Q3 		$252K Buy
+4,040
New +$261K 0.06% 228

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Essex Financial Services's BTI Position: Q4 2017 in Review

Essex Financial Services sold out of British American Tobacco (BTI) in Q4 2017, closing a stake of 4,040 shares — an estimated $252K sold.

Essex Financial Services first reported a position in BTI in Q3 2017 and held it in 1 quarter. The position peaked at $252K in Q3 2017. 607 funds tracked by Wall St. Rank hold BTI as of Q4 2017.

  • Essex Financial Services reported no remaining British American Tobacco position as of Q4 2017 after selling out during the quarter.
  • Essex Financial Services sold 4,040 British American Tobacco shares in Q4 2017, an estimated $252K.
  • Essex Financial Services first reported a position in British American Tobacco in Q3 2017 and held it in 1 quarter.
  • Essex Financial Services's British American Tobacco position peaked at $252K in Q3 2017.
  • 607 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2017.

Based on Essex Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.