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Menora Mivtachim Holdings’s British American Tobacco BTI Stock Holding History

Menora Mivtachim Holdings’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
2013
Q4 		– Sell
-230
Closed -$12K – 73
2013
Q3 		$12K Hold
230
– – ﹤0.01% 84
2013
Q2 		$12K Buy
+230
New +$12.7K ﹤0.01% 90

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Menora Mivtachim Holdings's BTI Position: Q4 2013 in Review

Menora Mivtachim Holdings sold out of British American Tobacco (BTI) in Q4 2013, closing a stake of 230 shares — an estimated $12K sold.

Menora Mivtachim Holdings first reported a position in BTI in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 222 funds tracked by Wall St. Rank hold BTI as of Q4 2013.

  • Menora Mivtachim Holdings reported no remaining British American Tobacco position as of Q4 2013 after selling out during the quarter.
  • Menora Mivtachim Holdings sold 230 British American Tobacco shares in Q4 2013, an estimated $12K.
  • Menora Mivtachim Holdings first reported a position in British American Tobacco in Q2 2013 and held it in 2 quarters.
  • Menora Mivtachim Holdings's British American Tobacco position peaked at $12K in Q3 2013.
  • 222 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2013.

Based on Menora Mivtachim Holdings's 13F filing for Q4 2013, filed 14 Feb 2014.