LifePlan Financial Group’s British American Tobacco BTI Stock Holding History

LifePlan Financial Group’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 Q3	$33K	Hold	917	–	–	0.01%	285
2020 Q2	$36K	Hold	917	–	–	0.02%	273
2020 Q1	$31K	Hold	917	–	–	0.02%	268
2019 Q4	$39K	Hold	917	–	–	0.02%	272
2019 Q3	$34K	Hold	917	–	–	0.02%	285
2019 Q2	$32K	Hold	917	–	–	0.02%	289
2019 Q1	$38K	Buy	917 +878	+2,251%	+$31.9K	0.02%	274
2018 Q4	$1K	Sell	39 -3,547	-99%	-$138K	﹤0.01%	513
2018 Q3	$167K	Hold	3,586	–	–	0.09%	139
2018 Q2	$181K	Sell	3,586 -3,078	-46%	-$162K	0.1%	127
2018 Q1	$384K	Sell	6,664 -551	-8%	-$34.6K	0.22%	73
2017 Q4	$451K	Hold	7,215	–	–	0.29%	67
2017 Q3	$451K	Buy	+7,215	New	+$465K	0.29%	67

Other funds holding BTI

OAG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

LifePlan Financial Group's BTI Position: Q3 2020 in Review

LifePlan Financial Group held its British American Tobacco (BTI) position steady in Q3 2020 at 917 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #285.

LifePlan Financial Group first reported a position in BTI in Q3 2017 and has held it in 13 quarters since. The position peaked at $451K in Q4 2017. 425 funds tracked by Wall St. Rank hold BTI as of Q3 2020.

LifePlan Financial Group held 917 shares of British American Tobacco worth $33K as of Q3 2020.
LifePlan Financial Group left its British American Tobacco share count unchanged in Q3 2020.
British American Tobacco made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #285 holding.
LifePlan Financial Group first reported a position in British American Tobacco in Q3 2017 and has held it in 13 quarters since.
LifePlan Financial Group's British American Tobacco position peaked at $451K in Q4 2017.
425 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.