Kings Point Capital Management’s British American Tobacco BTI Stock Holding History

Kings Point Capital 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 Q2	–	Sell	-204	Closed	-$12K	–	358
2018 Q1	$12K	Sell	204 -2,600	-93%	-$163K	﹤0.01%	355
2017 Q4	$188K	Buy	+2,804	New	+$183K	0.04%	151
2014 Q4	–	Sell	-300	Closed	-$17K	–	346
2014 Q3	$17K	Hold	300	–	–	0.01%	263
2014 Q2	$18K	Buy	+300	New	+$17.6K	0.01%	260

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Kings Point Capital Management's BTI Position: Q2 2018 in Review

Kings Point Capital Management sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 204 shares — an estimated $12K sold.

Kings Point Capital Management first reported a position in BTI in Q2 2014 and held it in 4 quarters. The position peaked at $188K in Q4 2017. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

Kings Point Capital Management reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
Kings Point Capital Management sold 204 British American Tobacco shares in Q2 2018, an estimated $12K.
Kings Point Capital Management first reported a position in British American Tobacco in Q2 2014 and held it in 4 quarters.
Kings Point Capital Management's British American Tobacco position peaked at $188K in Q4 2017.
520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on Kings Point Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.