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

Gupta 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
2016 Q1	$721K	Sell	12,328 -898	-7%	-$49.4K	0.17%	114
2015 Q4	$730K	Sell	13,226 -2,732	-17%	-$157K	0.19%	108
2015 Q3	$878K	Buy	15,958 +3,700	+30%	+$205K	0.21%	95
2015 Q2	$664K	Buy	12,258 +2,022	+20%	+$111K	0.16%	119
2015 Q1	$531K	Buy	+10,236	New	+$568K	0.16%	123

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's BTI Position: Q1 2016 in Review

Gupta Wealth Management reduced its British American Tobacco (BTI) stake by 6.8% in Q1 2016, selling an estimated $49.4K and leaving 12,328 shares worth $721K. The position accounts for 0.17% of the portfolio, ranked #114.

Gupta Wealth Management first reported a position in BTI in Q1 2015 and has held it in 5 quarters since. The position peaked at $878K in Q3 2015. 275 funds tracked by Wall St. Rank hold BTI as of Q1 2016.

Gupta Wealth Management held 12,328 shares of British American Tobacco worth $721K as of Q1 2016.
Gupta Wealth Management sold 898 British American Tobacco shares in Q1 2016, an estimated $49.4K.
British American Tobacco made up 0.17% of Gupta Wealth Management's portfolio in Q1 2016, its #114 holding.
Gupta Wealth Management first reported a position in British American Tobacco in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's British American Tobacco position peaked at $878K in Q3 2015.
275 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.