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

Mascoma 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
2019 Q2	–	Sell	-318	Closed	-$13K	–	383
2019 Q1	$13K	Hold	318	–	–	0.01%	247
2018 Q4	$10K	Hold	318	–	–	0.01%	255
2018 Q3	$15K	Hold	318	–	–	0.01%	256
2018 Q2	$16K	Hold	318	–	–	0.01%	240
2018 Q1	$18K	Hold	318	–	–	0.01%	225
2017 Q4	$21K	Sell	318 -11	-3%	-$717	0.01%	210
2017 Q3	$21K	Buy	329 +318	+2,891%	+$20.5K	0.01%	227
2017 Q2	$1K	Buy	+11	New	+$764	﹤0.01%	388

Other funds holding BTI

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Mascoma Wealth Management's BTI Position: Q2 2019 in Review

Mascoma Wealth Management sold out of British American Tobacco (BTI) in Q2 2019, closing a stake of 318 shares — an estimated $13K sold.

Mascoma Wealth Management first reported a position in BTI in Q2 2017 and held it in 8 quarters. The position peaked at $21K in Q4 2017. 441 funds tracked by Wall St. Rank hold BTI as of Q2 2019.

Mascoma Wealth Management reported no remaining British American Tobacco position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 318 British American Tobacco shares in Q2 2019, an estimated $13K.
Mascoma Wealth Management first reported a position in British American Tobacco in Q2 2017 and held it in 8 quarters.
Mascoma Wealth Management's British American Tobacco position peaked at $21K in Q4 2017.
441 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.