HGWM
BTI icon

Harvest Group Wealth Management’s British American Tobacco BTI Stock Holding History

Harvest Group 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
2019
Q4 		– Sell
-426
Closed -$16K – 970
2019
Q3 		$16K Hold
426
– – 0.02% 185
2019
Q2 		$14K Hold
426
– – 0.02% 179
2019
Q1 		$18K Buy
+426
New +$15.5K 0.02% 168

Other funds holding BTI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Group Wealth Management's BTI Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of British American Tobacco (BTI) in Q4 2019, closing a stake of 426 shares — an estimated $16K sold.

Harvest Group Wealth Management first reported a position in BTI in Q1 2019 and held it in 3 quarters. The position peaked at $18K in Q1 2019. 455 funds tracked by Wall St. Rank hold BTI as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining British American Tobacco position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 426 British American Tobacco shares in Q4 2019, an estimated $16K.
  • Harvest Group Wealth Management first reported a position in British American Tobacco in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's British American Tobacco position peaked at $18K in Q1 2019.
  • 455 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.