Pinnacle Summer Investments’s British American Tobacco BTI Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$58K	Hold	1,040	–	–	0.01%	326
2015 Q3	$57K	Hold	1,040	–	–	0.01%	467
2015 Q2	$56K	Hold	1,040	–	–	0.01%	305
2015 Q1	$54K	Hold	1,040	–	–	0.01%	496
2014 Q4	$59K	Hold	1,040	–	–	0.01%	495
2014 Q3	$59K	Buy	+1,040	New	+$61.5K	0.01%	500

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Summer Investments's BTI Position: Q4 2015 in Review

Pinnacle Summer Investments held its British American Tobacco (BTI) position steady in Q4 2015 at 1,040 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #326.

Pinnacle Summer Investments first reported a position in BTI in Q3 2014 and has held it in 6 quarters since. The position peaked at $59K in Q4 2014. 273 funds tracked by Wall St. Rank hold BTI as of Q4 2015.

Pinnacle Summer Investments held 1,040 shares of British American Tobacco worth $58K as of Q4 2015.
Pinnacle Summer Investments left its British American Tobacco share count unchanged in Q4 2015.
British American Tobacco made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #326 holding.
Pinnacle Summer Investments first reported a position in British American Tobacco in Q3 2014 and has held it in 6 quarters since.
Pinnacle Summer Investments's British American Tobacco position peaked at $59K in Q4 2014.
273 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.