Lake Point Wealth Management’s British American Tobacco BTI Stock Holding History

Lake Point 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
2020 Q1	–	Sell	-109	Closed	-$5K	–	398
2019 Q4	$5K	Buy	+109	New	+$4.11K	﹤0.01%	361
2019 Q2	$8K	Hold	230	–	–	﹤0.01%	360
2019 Q1	$8K	Sell	230 -8,442	-97%	-$307K	﹤0.01%	360
2018 Q4	$276K	Buy	+8,672	New	+$337K	0.1%	111

Other funds holding BTI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's BTI Position: Q1 2020 in Review

Lake Point Wealth Management sold out of British American Tobacco (BTI) in Q1 2020, closing a stake of 109 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in BTI in Q4 2018 and held it in 4 quarters. The position peaked at $276K in Q4 2018. 413 funds tracked by Wall St. Rank hold BTI as of Q1 2020.

Lake Point Wealth Management reported no remaining British American Tobacco position as of Q1 2020 after selling out during the quarter.
Lake Point Wealth Management sold 109 British American Tobacco shares in Q1 2020, an estimated $5K.
Lake Point Wealth Management first reported a position in British American Tobacco in Q4 2018 and held it in 4 quarters.
Lake Point Wealth Management's British American Tobacco position peaked at $276K in Q4 2018.
413 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.