Financial Architects (New Jersey)’s British American Tobacco BTI Stock Holding History

Financial Architects (New Jersey)’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	–	Sell	-105	Closed	-$4K	–	336
2020 Q2	$4K	Hold	105	–	–	﹤0.01%	746
2020 Q1	$4K	Hold	105	–	–	﹤0.01%	721
2019 Q4	$4K	Sell	105 -1,441	-93%	-$54.3K	﹤0.01%	783
2019 Q3	$57K	Sell	1,546 -420	-21%	-$15.4K	0.01%	413
2019 Q2	$69K	Sell	1,966 -337	-15%	-$12.8K	0.01%	444
2019 Q1	$96K	Buy	2,303 +41	+2%	+$1.49K	0.02%	459
2018 Q4	$72K	Sell	2,262 -460	-17%	-$17.9K	0.01%	473
2018 Q3	$127K	Sell	2,722 -1,177	-30%	-$59.8K	0.02%	404
2018 Q2	$197K	Sell	3,899 -110	-3%	-$5.79K	0.04%	275
2018 Q1	$231K	Sell	4,009 -944	-19%	-$59.4K	0.05%	285
2017 Q4	$332K	Sell	4,953 -161	-3%	-$10.5K	0.06%	228
2017 Q3	$319K	Buy	5,114 +4,614	+923%	+$298K	0.06%	227
2017 Q2	$34K	Hold	500	–	–	0.01%	800
2017 Q1	$33K	Hold	500	–	–	0.01%	785
2016 Q4	$28K	Hold	500	–	–	0.01%	743
2016 Q3	$32K	Hold	500	–	–	0.01%	704
2016 Q2	$32K	Hold	500	–	–	0.01%	652
2016 Q1	$29K	Buy	+500	New	+$27.5K	0.01%	503
2015 Q3	–	Sell	-540	Closed	-$29K	–	301
2015 Q2	$29K	Buy	+540	New	+$29.8K	0.01%	542
2015 Q1	–	Sell	-176	Closed	-$9K	–	942
2014 Q4	$9K	Buy	+176	New	+$9.89K	﹤0.01%	686

Other funds holding BTI

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s BTI Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of British American Tobacco (BTI) in Q3 2020, closing a stake of 105 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in BTI in Q4 2014 and held it in 20 quarters. The position peaked at $332K in Q4 2017. 425 funds tracked by Wall St. Rank hold BTI as of Q3 2020.

Financial Architects (New Jersey) reported no remaining British American Tobacco position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 105 British American Tobacco shares in Q3 2020, an estimated $4K.
Financial Architects (New Jersey) first reported a position in British American Tobacco in Q4 2014 and held it in 20 quarters.
Financial Architects (New Jersey)'s British American Tobacco position peaked at $332K in Q4 2017.
425 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.