Moneta Group Investment Advisors’s British American Tobacco BTI Stock Holding History

Moneta Group Investment Advisors’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 Q1	–	Sell	-2,449	Closed	-$104K	–	240
2019 Q4	$104K	Sell	2,449 -44	-2%	-$1.66K	0.01%	256
2019 Q3	$92K	Buy	+2,493	New	+$91.2K	0.01%	253
2018 Q2	–	Sell	-964	Closed	-$56K	–	419
2018 Q1	$56K	Hold	964	–	–	0.01%	311
2017 Q4	$65K	Buy	+964	New	+$62.8K	0.01%	263

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

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneta Group Investment Advisors's BTI Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of British American Tobacco (BTI) in Q1 2020, closing a stake of 2,449 shares — an estimated $104K sold.

Moneta Group Investment Advisors first reported a position in BTI in Q4 2017 and held it in 4 quarters. The position peaked at $104K in Q4 2019. 413 funds tracked by Wall St. Rank hold BTI as of Q1 2020.

Moneta Group Investment Advisors reported no remaining British American Tobacco position as of Q1 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,449 British American Tobacco shares in Q1 2020, an estimated $104K.
Moneta Group Investment Advisors first reported a position in British American Tobacco in Q4 2017 and held it in 4 quarters.
Moneta Group Investment Advisors's British American Tobacco position peaked at $104K in Q4 2019.
413 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.