McAdam LLC’s British American Tobacco BTI Stock Holding History

McAdam LLC’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 Q4	–	Sell	-349	Closed	-$16K	–	131
2018 Q3	$16K	Hold	349	–	–	0.01%	282
2018 Q2	$18K	Hold	349	–	–	0.01%	253
2018 Q1	$20K	Buy	+349	New	+$21.9K	0.01%	241

Other funds holding BTI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McAdam LLC's BTI Position: Q4 2018 in Review

McAdam LLC sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 349 shares — an estimated $16K sold.

McAdam LLC first reported a position in BTI in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q1 2018. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

McAdam LLC reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 349 British American Tobacco shares in Q4 2018, an estimated $16K.
McAdam LLC first reported a position in British American Tobacco in Q1 2018 and held it in 3 quarters.
McAdam LLC's British American Tobacco position peaked at $20K in Q1 2018.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.