Kiley Juergens Wealth Management’s British American Tobacco BTI Stock Holding History

Kiley Juergens Wealth Management’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	-1,501	Closed	-$69K	–	119
2018 Q3	$69K	Hold	1,501	–	–	0.05%	196
2018 Q2	$75K	Buy	+1,501	New	+$79.1K	0.07%	162
2018 Q1	–	Sell	-1,501	Closed	-$100K	–	153
2017 Q4	$100K	Buy	+1,501	New	+$97.8K	0.09%	131

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

Kiley Juergens Wealth Management's BTI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 1,501 shares — an estimated $69K sold.

Kiley Juergens Wealth Management first reported a position in BTI in Q4 2017 and held it in 3 quarters. The position peaked at $100K in Q4 2017. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,501 British American Tobacco shares in Q4 2018, an estimated $69K.
Kiley Juergens Wealth Management first reported a position in British American Tobacco in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's British American Tobacco position peaked at $100K in Q4 2017.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.