Sound View Wealth Advisors’s British American Tobacco BTI Stock Holding History

Sound View Wealth 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
2019 Q1	$918K	Buy	21,995 +3,108	+16%	+$113K	0.29%	92
2018 Q4	$602K	Buy	+18,887	New	+$735K	0.22%	113

Other funds holding BTI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Sound View Wealth Advisors's BTI Position: Q1 2019 in Review

Sound View Wealth Advisors increased its British American Tobacco (BTI) stake by 16% in Q1 2019, buying an estimated $113K and bringing the position to 21,995 shares worth $918K. The position accounts for 0.29% of the portfolio, ranked #92.

Sound View Wealth Advisors first reported a position in BTI in Q4 2018 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold BTI as of Q1 2019.

Sound View Wealth Advisors held 21,995 shares of British American Tobacco worth $918K as of Q1 2019.
Sound View Wealth Advisors bought 3,108 British American Tobacco shares in Q1 2019, an estimated $113K.
British American Tobacco made up 0.29% of Sound View Wealth Advisors's portfolio in Q1 2019, its #92 holding.
Sound View Wealth Advisors first reported a position in British American Tobacco in Q4 2018 and has held it in 2 quarters since.
485 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.