Monument Capital Management’s British American Tobacco BTI Stock Holding History

Monument Capital 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
2018 Q4	–	Sell	-612	Closed	-$29K	–	127
2018 Q3	$29K	Buy	+612	New	+$31.1K	0.02%	143
2018 Q2	–	Sell	-30,766	Closed	-$1.75M	–	150
2018 Q1	$1.75M	Buy	30,766 +3,504	+13%	+$220K	1.2%	48
2017 Q4	$1.83M	Buy	+27,262	New	+$1.78M	1.29%	38

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

Monument Capital Management's BTI Position: Q4 2018 in Review

Monument Capital Management sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 612 shares — an estimated $29K sold.

Monument Capital Management first reported a position in BTI in Q4 2017 and held it in 3 quarters. The position peaked at $1.83M in Q4 2017. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

Monument Capital Management reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
Monument Capital Management sold 612 British American Tobacco shares in Q4 2018, an estimated $29K.
Monument Capital Management first reported a position in British American Tobacco in Q4 2017 and held it in 3 quarters.
Monument Capital Management's British American Tobacco position peaked at $1.83M in Q4 2017.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.