Northwest Wealth Management’s British American Tobacco BTI Stock Holding History

Northwest Wealth 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	-591	Closed	-$25K	–	153
2019 Q1	$25K	Hold	591	–	–	0.02%	278
2018 Q4	$19K	Hold	591	–	–	0.02%	279
2018 Q3	$28K	Hold	591	–	–	0.02%	266
2018 Q2	$30K	Hold	591	–	–	0.02%	263
2018 Q1	$34K	Buy	+591	New	+$37.2K	0.03%	252

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

Northwest Wealth Management's BTI Position: Q2 2019 in Review

Northwest Wealth Management sold out of British American Tobacco (BTI) in Q2 2019, closing a stake of 591 shares — an estimated $25K sold.

Northwest Wealth Management first reported a position in BTI in Q1 2018 and held it in 5 quarters. The position peaked at $34K in Q1 2018. 441 funds tracked by Wall St. Rank hold BTI as of Q2 2019.

Northwest Wealth Management reported no remaining British American Tobacco position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 591 British American Tobacco shares in Q2 2019, an estimated $25K.
Northwest Wealth Management first reported a position in British American Tobacco in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's British American Tobacco position peaked at $34K in Q1 2018.
441 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.