Gary Goldberg Planning Services’s British American Tobacco BTI Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$1.58M	Sell	29,282 -478	-2%	-$26.9K	0.66%	38
2014 Q3	$1.68M	Buy	29,760 +1,470	+5%	+$86.9K	0.7%	37
2014 Q2	$1.68M	Buy	+28,290	New	+$1.66M	0.74%	35

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gary Goldberg Planning Services's BTI Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its British American Tobacco (BTI) stake by 1.6% in Q4 2014, selling an estimated $26.9K and leaving 29,282 shares worth $1.58M. The position accounts for 0.66% of the portfolio, ranked #38.

Gary Goldberg Planning Services first reported a position in BTI in Q2 2014 and has held it in 3 quarters since. The position peaked at $1.68M in Q2 2014. 250 funds tracked by Wall St. Rank hold BTI as of Q4 2014.

Gary Goldberg Planning Services held 29,282 shares of British American Tobacco worth $1.58M as of Q4 2014.
Gary Goldberg Planning Services sold 478 British American Tobacco shares in Q4 2014, an estimated $26.9K.
British American Tobacco made up 0.66% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #38 holding.
Gary Goldberg Planning Services first reported a position in British American Tobacco in Q2 2014 and has held it in 3 quarters since.
Gary Goldberg Planning Services's British American Tobacco position peaked at $1.68M in Q2 2014.
250 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.