Hirtle Callaghan & Co’s British American Tobacco BTI Stock Holding History

Hirtle Callaghan & Co’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
2017 Q4	–	Sell	-54	Closed	-$3K	–	162
2017 Q3	$3K	Buy	+54	New	+$3.48K	﹤0.01%	192

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Hirtle Callaghan & Co's BTI Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of British American Tobacco (BTI) in Q4 2017, closing a stake of 54 shares — an estimated $3K sold.

Hirtle Callaghan & Co first reported a position in BTI in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 607 funds tracked by Wall St. Rank hold BTI as of Q4 2017.

Hirtle Callaghan & Co reported no remaining British American Tobacco position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 54 British American Tobacco shares in Q4 2017, an estimated $3K.
Hirtle Callaghan & Co first reported a position in British American Tobacco in Q3 2017 and held it in 1 quarter.
Hirtle Callaghan & Co's British American Tobacco position peaked at $3K in Q3 2017.
607 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.