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

Nelson 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
2019 Q2	–	Sell	-1	Closed	–	–	312
2019 Q1	$0	Sell	1 -45	-98%	-$1.64K	﹤0.01%	308
2018 Q4	$1K	Buy	+46	New	+$1.79K	﹤0.01%	276
2018 Q3	–	Sell	-46	Closed	-$2K	–	304
2018 Q2	$2K	Hold	46	–	–	﹤0.01%	244
2018 Q1	$3K	Hold	46	–	–	﹤0.01%	242
2017 Q4	$3K	Hold	46	–	–	﹤0.01%	292
2017 Q3	$3K	Buy	+46	New	+$2.97K	﹤0.01%	229

Other funds holding BTI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Nelson Capital Management's BTI Position: Q2 2019 in Review

Nelson Capital Management sold out of British American Tobacco (BTI) in Q2 2019, closing a stake of 1 share.

Nelson Capital Management first reported a position in BTI in Q3 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 441 funds tracked by Wall St. Rank hold BTI as of Q2 2019.

Nelson Capital Management reported no remaining British American Tobacco position as of Q2 2019 after selling out during the quarter.
Nelson Capital Management sold 1 British American Tobacco share in Q2 2019.
Nelson Capital Management first reported a position in British American Tobacco in Q3 2017 and held it in 6 quarters.
Nelson Capital Management's British American Tobacco position peaked at $3K in Q1 2018.
441 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2019.

Based on Nelson Capital Management's 13F filing for Q2 2019, filed 25 Jul 2019.