IBEX Wealth Advisors’s British American Tobacco BTI Stock Holding History

IBEX Wealth Advisors’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 Q1	–	Sell	-12,593	Closed	-$843K	–	91
2017 Q4	$843K	Sell	12,593 -391	-3%	-$25.5K	0.37%	59
2017 Q3	$820K	Buy	+12,984	New	+$838K	0.3%	84
2017 Q1	–	Sell	-48	Closed	-$3K	–	112
2016 Q4	$3K	Buy	+48	New	+$2.72K	﹤0.01%	412

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

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 $544B AUM 28.31% 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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

IBEX Wealth Advisors's BTI Position: Q1 2018 in Review

IBEX Wealth Advisors sold out of British American Tobacco (BTI) in Q1 2018, closing a stake of 12,593 shares — an estimated $843K sold.

IBEX Wealth Advisors first reported a position in BTI in Q4 2016 and held it in 3 quarters. The position peaked at $843K in Q4 2017. 577 funds tracked by Wall St. Rank hold BTI as of Q1 2018.

IBEX Wealth Advisors reported no remaining British American Tobacco position as of Q1 2018 after selling out during the quarter.
IBEX Wealth Advisors sold 12,593 British American Tobacco shares in Q1 2018, an estimated $843K.
IBEX Wealth Advisors first reported a position in British American Tobacco in Q4 2016 and held it in 3 quarters.
IBEX Wealth Advisors's British American Tobacco position peaked at $843K in Q4 2017.
577 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2018.

Based on IBEX Wealth Advisors's 13F filing for Q1 2018, filed 13 Jun 2018.