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

Evercore 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
2018 Q1	–	Sell	-350	Closed	-$24K	–	406
2017 Q4	$24K	Hold	350	–	–	﹤0.01%	698
2017 Q3	$22K	Hold	350	–	–	﹤0.01%	697
2017 Q2	$24K	Buy	+350	New	+$24.3K	﹤0.01%	687
2015 Q4	–	Sell	-3,392	Closed	-$186K	–	1012
2015 Q3	$186K	Sell	3,392 -300	-8%	-$16.6K	0.01%	392
2015 Q2	$200K	Buy	3,692 +218	+6%	+$12K	0.01%	418
2015 Q1	$181K	Buy	3,474 +596	+21%	+$33K	0.01%	436
2014 Q4	$154K	Hold	2,878	–	–	0.01%	399
2014 Q3	$163K	Buy	2,878 +136	+5%	+$8.04K	0.01%	433
2014 Q2	$163K	Sell	2,742 -302	-10%	-$17.7K	0.01%	422
2014 Q1	$170K	Sell	3,044 -148	-5%	-$7.69K	0.01%	398
2013 Q4	$172K	Buy	3,192 +604	+23%	+$32.1K	0.01%	384
2013 Q3	$136K	Buy	2,588 +188	+8%	+$9.95K	0.01%	437
2013 Q2	$124K	Buy	+2,400	New	+$132K	0.01%	462

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Evercore Wealth Management's BTI Position: Q1 2018 in Review

Evercore Wealth Management sold out of British American Tobacco (BTI) in Q1 2018, closing a stake of 350 shares — an estimated $24K sold.

Evercore Wealth Management first reported a position in BTI in Q2 2013 and held it in 13 quarters. The position peaked at $200K in Q2 2015. 577 funds tracked by Wall St. Rank hold BTI as of Q1 2018.

Evercore Wealth Management reported no remaining British American Tobacco position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 350 British American Tobacco shares in Q1 2018, an estimated $24K.
Evercore Wealth Management first reported a position in British American Tobacco in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's British American Tobacco position peaked at $200K in Q2 2015.
577 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.