Outlook Wealth Advisors’s British American Tobacco BTI Stock Holding History

Outlook Wealth 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
2019 Q4	–	Sell	-5,802	Closed	-$214K	–	145
2019 Q3	$214K	Sell	5,802 -6,858	-54%	-$251K	0.13%	150
2019 Q2	$441K	Buy	12,660 +457	+4%	+$17.3K	0.29%	87
2019 Q1	$509K	Buy	12,203 +10,862	+810%	+$395K	0.42%	64
2018 Q4	$427K	Buy	+1,341	New	+$52.2K	0.19%	123

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Outlook Wealth Advisors's BTI Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2019, closing a stake of 5,802 shares — an estimated $214K sold.

Outlook Wealth Advisors first reported a position in BTI in Q4 2018 and held it in 4 quarters. The position peaked at $509K in Q1 2019. 455 funds tracked by Wall St. Rank hold BTI as of Q4 2019.

Outlook Wealth Advisors reported no remaining British American Tobacco position as of Q4 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 5,802 British American Tobacco shares in Q4 2019, an estimated $214K.
Outlook Wealth Advisors first reported a position in British American Tobacco in Q4 2018 and held it in 4 quarters.
Outlook Wealth Advisors's British American Tobacco position peaked at $509K in Q1 2019.
455 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.