KF
BTI icon

Krilogy Financial’s British American Tobacco BTI Stock Holding History

Krilogy Financial’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
-1,667
Closed -$78K – 206
2018
Q3 		$78K Buy
+1,667
New +$84.7K 0.02% 252
2018
Q2 		– Sell
-1,690
Closed -$97K – 221
2018
Q1 		$97K Hold
1,690
– – 0.02% 241
2017
Q4 		$113K Hold
1,690
– – 0.03% 211
2017
Q3 		$106K Buy
+1,690
New +$109K 0.03% 229

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Krilogy Financial's BTI Position: Q4 2018 in Review

Krilogy Financial sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 1,667 shares — an estimated $78K sold.

Krilogy Financial first reported a position in BTI in Q3 2017 and held it in 4 quarters. The position peaked at $113K in Q4 2017. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

  • Krilogy Financial reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 1,667 British American Tobacco shares in Q4 2018, an estimated $78K.
  • Krilogy Financial first reported a position in British American Tobacco in Q3 2017 and held it in 4 quarters.
  • Krilogy Financial's British American Tobacco position peaked at $113K in Q4 2017.
  • 444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.