Integrated Wealth Management (Palm Desert)’s British American Tobacco BTI Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-28	Closed	-$2K	–	332
2016 Q3	$2K	Hold	28	–	–	﹤0.01%	1042
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	1052
2016 Q1	$2K	Sell	28 -150	-84%	-$8.26K	﹤0.01%	980
2015 Q4	$10K	Buy	178 +150	+536%	+$8.6K	﹤0.01%	757
2015 Q3	$2K	Hold	28	–	–	﹤0.01%	1084
2015 Q2	$2K	Sell	28 -28	-50%	-$1.54K	﹤0.01%	1115
2015 Q1	$2K	Buy	+56	New	+$3.1K	﹤0.01%	1078

Other funds holding BTI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BTI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of British American Tobacco (BTI) in Q4 2016, closing a stake of 28 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BTI in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q4 2015. 304 funds tracked by Wall St. Rank hold BTI as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining British American Tobacco position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 28 British American Tobacco shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in British American Tobacco in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s British American Tobacco position peaked at $10K in Q4 2015.
304 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.