O'Brien Wealth Partners’s British American Tobacco BTI Stock Holding History

O'Brien Wealth Partners’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	-58	Closed	-$3K	–	66
2018 Q3	$3K	Buy	+58	New	+$2.95K	﹤0.01%	181

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

O'Brien Wealth Partners's BTI Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 58 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in BTI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

O'Brien Wealth Partners reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 58 British American Tobacco shares in Q4 2018, an estimated $3K.
O'Brien Wealth Partners first reported a position in British American Tobacco in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's British American Tobacco position peaked at $3K in Q3 2018.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.