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

Intercontinental 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
2019 Q4	–	Sell	-325	Closed	-$12K	–	356
2019 Q3	$12K	Buy	325 +6	+2%	+$220	0.01%	321
2019 Q2	$11K	Buy	319 +5	+2%	+$189	0.01%	315
2019 Q1	$13K	Buy	314 +200	+175%	+$7.28K	0.01%	337
2018 Q4	$4K	Buy	+114	New	+$4.43K	﹤0.01%	409

Other funds holding BTI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Intercontinental Wealth Advisors's BTI Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2019, closing a stake of 325 shares — an estimated $12K sold.

Intercontinental Wealth Advisors first reported a position in BTI in Q4 2018 and held it in 4 quarters. The position peaked at $13K in Q1 2019. 455 funds tracked by Wall St. Rank hold BTI as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining British American Tobacco position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 325 British American Tobacco shares in Q4 2019, an estimated $12K.
Intercontinental Wealth Advisors first reported a position in British American Tobacco in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's British American Tobacco position peaked at $13K in Q1 2019.
455 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.