Polaris Wealth Advisory Group’s British American Tobacco BTI Stock Holding History

Polaris Wealth Advisory Group’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	-1,320	Closed	-$62K	–	182
2018 Q3	$62K	Buy	+1,320	New	+$67K	﹤0.01%	234
2016 Q1	–	Sell	-5,482	Closed	-$303K	–	112
2015 Q4	$303K	Buy	+5,482	New	+$314K	0.05%	120
2014 Q1	–	Sell	-140	Closed	-$8K	–	167
2013 Q4	$8K	Buy	+140	New	+$7.45K	﹤0.01%	153

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 $3.38T AUM 44.17% 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

Polaris Wealth Advisory Group's BTI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 1,320 shares — an estimated $62K sold.

Polaris Wealth Advisory Group first reported a position in BTI in Q4 2013 and held it in 3 quarters. The position peaked at $303K in Q4 2015. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,320 British American Tobacco shares in Q4 2018, an estimated $62K.
Polaris Wealth Advisory Group first reported a position in British American Tobacco in Q4 2013 and held it in 3 quarters.
Polaris Wealth Advisory Group's British American Tobacco position peaked at $303K in Q4 2015.
444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.