Genovese Burford & Brothers Wealth & Retirement Plan Management’s British American Tobacco BTI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q3	–	Sell	-338	Closed	-$17K	–	127
2018 Q2	$17K	Hold	338	–	–	0.01%	263
2018 Q1	$19K	Buy	+338	New	+$21.3K	0.01%	258
2017 Q4	–	Sell	-338	Closed	-$21K	–	275
2017 Q3	$21K	Buy	+338	New	+$21.8K	0.01%	219

Other funds holding BTI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's BTI Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of British American Tobacco (BTI) in Q3 2018, closing a stake of 338 shares — an estimated $17K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BTI in Q3 2017 and held it in 3 quarters. The position peaked at $21K in Q3 2017. 518 funds tracked by Wall St. Rank hold BTI as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining British American Tobacco position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 338 British American Tobacco shares in Q3 2018, an estimated $17K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in British American Tobacco in Q3 2017 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's British American Tobacco position peaked at $21K in Q3 2017.
518 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.