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

Rezny 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
2015
Q3 		– Sell
-90
Closed -$4K – 106
2015
Q2 		$4K Buy
+90
New +$4.96K ﹤0.01% 58

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rezny Wealth Management's BTI Position: Q3 2015 in Review

Rezny Wealth Management sold out of British American Tobacco (BTI) in Q3 2015, closing a stake of 90 shares — an estimated $4K sold.

Rezny Wealth Management first reported a position in BTI in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 258 funds tracked by Wall St. Rank hold BTI as of Q3 2015.

  • Rezny Wealth Management reported no remaining British American Tobacco position as of Q3 2015 after selling out during the quarter.
  • Rezny Wealth Management sold 90 British American Tobacco shares in Q3 2015, an estimated $4K.
  • Rezny Wealth Management first reported a position in British American Tobacco in Q2 2015 and held it in 1 quarter.
  • Rezny Wealth Management's British American Tobacco position peaked at $4K in Q2 2015.
  • 258 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2015.

Based on Rezny Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.