Rockefeller Financial Services’s British American Tobacco BTI Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$54K	Hold	807	–	–	﹤0.01%	410
2017 Q3	$50K	Buy	+807	New	+$52.1K	﹤0.01%	421
2016 Q2	–	Sell	-206	Closed	-$12K	–	494
2016 Q1	$12K	Buy	+206	New	+$11.3K	﹤0.01%	515
2013 Q4	–	Sell	-1,200	Closed	-$63K	–	509
2013 Q3	$63K	Hold	1,200	–	–	﹤0.01%	405
2013 Q2	$62K	Buy	+1,200	New	+$66.1K	﹤0.01%	404

Other funds holding BTI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rockefeller Financial Services's BTI Position: Q4 2017 in Review

Rockefeller Financial Services held its British American Tobacco (BTI) position steady in Q4 2017 at 807 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Rockefeller Financial Services first reported a position in BTI in Q2 2013 and has held it in 5 quarters since. The position peaked at $63K in Q3 2013. 607 funds tracked by Wall St. Rank hold BTI as of Q4 2017.

Rockefeller Financial Services held 807 shares of British American Tobacco worth $54K as of Q4 2017.
Rockefeller Financial Services left its British American Tobacco share count unchanged in Q4 2017.
British American Tobacco made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #410 holding.
Rockefeller Financial Services first reported a position in British American Tobacco in Q2 2013 and has held it in 5 quarters since.
Rockefeller Financial Services's British American Tobacco position peaked at $63K in Q3 2013.
607 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.