Kore Private Wealth’s British American Tobacco BTI Stock Holding History

Kore Private Wealth’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 Q2	–	Sell	-65	Closed	-$3K	–	306
2019 Q1	$3K	Sell	65 -52	-44%	-$1.89K	﹤0.01%	818
2018 Q4	$4K	Buy	+117	New	+$4.55K	﹤0.01%	713

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kore Private Wealth's BTI Position: Q2 2019 in Review

Kore Private Wealth sold out of British American Tobacco (BTI) in Q2 2019, closing a stake of 65 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in BTI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 441 funds tracked by Wall St. Rank hold BTI as of Q2 2019.

Kore Private Wealth reported no remaining British American Tobacco position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 65 British American Tobacco shares in Q2 2019, an estimated $3K.
Kore Private Wealth first reported a position in British American Tobacco in Q4 2018 and held it in 2 quarters.
Kore Private Wealth's British American Tobacco position peaked at $4K in Q4 2018.
441 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.