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Lynch & Associates’s British American Tobacco BTI Stock Holding History

Lynch & Associates’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
2017
Q4 		– Sell
-4,552
Closed -$284K – 98
2017
Q3 		$284K Buy
+4,552
New +$294K 0.11% 82

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lynch & Associates's BTI Position: Q4 2017 in Review

Lynch & Associates sold out of British American Tobacco (BTI) in Q4 2017, closing a stake of 4,552 shares — an estimated $284K sold.

Lynch & Associates first reported a position in BTI in Q3 2017 and held it in 1 quarter. The position peaked at $284K in Q3 2017. 607 funds tracked by Wall St. Rank hold BTI as of Q4 2017.

  • Lynch & Associates reported no remaining British American Tobacco position as of Q4 2017 after selling out during the quarter.
  • Lynch & Associates sold 4,552 British American Tobacco shares in Q4 2017, an estimated $284K.
  • Lynch & Associates first reported a position in British American Tobacco in Q3 2017 and held it in 1 quarter.
  • Lynch & Associates's British American Tobacco position peaked at $284K in Q3 2017.
  • 607 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2017.

Based on Lynch & Associates's 13F filing for Q4 2017, filed 4 Jan 2018.