Rowland Carmichael Advisors’s British American Tobacco BTI Stock Holding History

Rowland Carmichael 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
2018 Q2	–	Sell	-4,684	Closed	-$270K	–	350
2018 Q1	$270K	Buy	4,684 +358	+8%	+$22.5K	0.15%	191
2017 Q4	$290K	Buy	+4,326	New	+$282K	0.15%	181

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Rowland Carmichael Advisors's BTI Position: Q2 2018 in Review

Rowland Carmichael Advisors sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 4,684 shares — an estimated $270K sold.

Rowland Carmichael Advisors first reported a position in BTI in Q4 2017 and held it in 2 quarters. The position peaked at $290K in Q4 2017. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

Rowland Carmichael Advisors reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 4,684 British American Tobacco shares in Q2 2018, an estimated $270K.
Rowland Carmichael Advisors first reported a position in British American Tobacco in Q4 2017 and held it in 2 quarters.
Rowland Carmichael Advisors's British American Tobacco position peaked at $290K in Q4 2017.
520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2018, filed 10 Feb 2020.