Iron Gate Global Advisors’s British American Tobacco BTI Stock Holding History

Iron Gate Global 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 Q4	–	Sell	-4,157	Closed	-$152K	–	98
2018 Q3	$152K	Hold	4,157	–	–	0.1%	70
2018 Q2	$210K	Hold	4,157	–	–	0.15%	46
2018 Q1	$240K	Sell	4,157 -105	-2%	-$6.6K	0.18%	47
2017 Q4	$286K	Hold	4,262	–	–	0.24%	41
2017 Q3	$266K	Buy	+4,262	New	+$275K	0.25%	40

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Iron Gate Global Advisors's BTI Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 4,157 shares — an estimated $152K sold.

Iron Gate Global Advisors first reported a position in BTI in Q3 2017 and held it in 5 quarters. The position peaked at $286K in Q4 2017. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

Iron Gate Global Advisors reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 4,157 British American Tobacco shares in Q4 2018, an estimated $152K.
Iron Gate Global Advisors first reported a position in British American Tobacco in Q3 2017 and held it in 5 quarters.
Iron Gate Global Advisors's British American Tobacco position peaked at $286K in Q4 2017.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.