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Lee Financial’s British American Tobacco BTI Stock Holding History

Lee 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
Q3 		– Sell
-377
Closed -$19K – 501
2018
Q2 		$19K Buy
377
+235
+165% +$12.4K ﹤0.01% 357
2018
Q1 		$8K Buy
+142
New +$8.93K ﹤0.01% 524

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Lee Financial's BTI Position: Q3 2018 in Review

Lee Financial sold out of British American Tobacco (BTI) in Q3 2018, closing a stake of 377 shares — an estimated $19K sold.

Lee Financial first reported a position in BTI in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q2 2018. 518 funds tracked by Wall St. Rank hold BTI as of Q3 2018.

  • Lee Financial reported no remaining British American Tobacco position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 377 British American Tobacco shares in Q3 2018, an estimated $19K.
  • Lee Financial first reported a position in British American Tobacco in Q1 2018 and held it in 2 quarters.
  • Lee Financial's British American Tobacco position peaked at $19K in Q2 2018.
  • 518 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.