Madison Wealth Management’s British American Tobacco BTI Stock Holding History

Madison 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 Q2	–	Sell	-5,979	Closed	-$204K	–	124
2020 Q1	$204K	Hold	5,979	–	–	0.08%	105
2019 Q4	$254K	Buy	+5,979	New	+$225K	0.07%	128

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Madison Wealth Management's BTI Position: Q2 2020 in Review

Madison Wealth Management sold out of British American Tobacco (BTI) in Q2 2020, closing a stake of 5,979 shares — an estimated $204K sold.

Madison Wealth Management first reported a position in BTI in Q4 2019 and held it in 2 quarters. The position peaked at $254K in Q4 2019. 423 funds tracked by Wall St. Rank hold BTI as of Q2 2020.

Madison Wealth Management reported no remaining British American Tobacco position as of Q2 2020 after selling out during the quarter.
Madison Wealth Management sold 5,979 British American Tobacco shares in Q2 2020, an estimated $204K.
Madison Wealth Management first reported a position in British American Tobacco in Q4 2019 and held it in 2 quarters.
Madison Wealth Management's British American Tobacco position peaked at $254K in Q4 2019.
423 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2020.

Based on Madison Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.