Shine Investment Advisory Services’s British American Tobacco BTI Stock Holding History

Shine Investment Advisory 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
2020 Q3	$59K	Buy	1,630 +389	+31%	+$13.6K	0.02%	261
2020 Q2	$48K	Sell	1,241 -652	-34%	-$25K	0.02%	293
2020 Q1	$65K	Hold	1,893	–	–	0.03%	234
2019 Q4	$80K	Hold	1,893	–	–	0.03%	241
2019 Q3	$70K	Sell	1,893 -234	-11%	-$8.56K	0.03%	240
2019 Q2	$74K	Hold	2,127	–	–	0.03%	230
2019 Q1	$89K	Buy	2,127 +693	+48%	+$25.2K	0.04%	208
2018 Q4	$46K	Buy	1,434 +64	+5%	+$2.49K	0.02%	293
2018 Q3	$64K	Buy	1,370 +36	+3%	+$1.83K	0.03%	260
2018 Q2	$67K	Sell	1,334 -354	-21%	-$18.6K	0.03%	250
2018 Q1	$97K	Buy	1,688 +346	+26%	+$21.8K	0.05%	172
2017 Q4	$90K	Sell	1,342 -1,265	-49%	-$82.5K	0.04%	191
2017 Q3	$163K	Buy	2,607 +1,573	+152%	+$101K	0.08%	107
2017 Q2	$71K	Buy	+1,034	New	+$71.8K	0.04%	210

Other funds holding BTI

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Shine Investment Advisory Services's BTI Position: Q3 2020 in Review

Shine Investment Advisory Services increased its British American Tobacco (BTI) stake by 31% in Q3 2020, buying an estimated $13.6K and bringing the position to 1,630 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #261.

Shine Investment Advisory Services first reported a position in BTI in Q2 2017 and has held it in 14 quarters since. The position peaked at $163K in Q3 2017. 425 funds tracked by Wall St. Rank hold BTI as of Q3 2020.

Shine Investment Advisory Services held 1,630 shares of British American Tobacco worth $59K as of Q3 2020.
Shine Investment Advisory Services bought 389 British American Tobacco shares in Q3 2020, an estimated $13.6K.
British American Tobacco made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #261 holding.
Shine Investment Advisory Services first reported a position in British American Tobacco in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's British American Tobacco position peaked at $163K in Q3 2017.
425 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.