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SPC Financial Inc’s British American Tobacco BTI Stock Holding History

SPC Financial Inc’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
2013
Q4 		– Sell
-4,600
Closed -$242K – 101
2013
Q3 		$242K Hold
4,600
– – 0.09% 93
2013
Q2 		$237K Buy
+4,600
New +$253K 0.09% 90

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SPC Financial Inc's BTI Position: Q4 2013 in Review

SPC Financial Inc sold out of British American Tobacco (BTI) in Q4 2013, closing a stake of 4,600 shares — an estimated $242K sold.

SPC Financial Inc first reported a position in BTI in Q2 2013 and held it in 2 quarters. The position peaked at $242K in Q3 2013. 222 funds tracked by Wall St. Rank hold BTI as of Q4 2013.

  • SPC Financial Inc reported no remaining British American Tobacco position as of Q4 2013 after selling out during the quarter.
  • SPC Financial Inc sold 4,600 British American Tobacco shares in Q4 2013, an estimated $242K.
  • SPC Financial Inc first reported a position in British American Tobacco in Q2 2013 and held it in 2 quarters.
  • SPC Financial Inc's British American Tobacco position peaked at $242K in Q3 2013.
  • 222 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2013.

Based on SPC Financial Inc's 13F filing for Q4 2013, filed 3 Feb 2014.