Squar Milner Financial Services’s British American Tobacco BTI Stock Holding History

Squar Milner 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
2020 Q1	–	Sell	-57	Closed	-$2K	–	769
2019 Q4	$2K	Buy	+57	New	+$2.15K	﹤0.01%	729
2019 Q3	–	Sell	-110	Closed	-$4K	–	286
2019 Q2	$4K	Hold	110	–	–	﹤0.01%	617
2019 Q1	$4K	Hold	110	–	–	﹤0.01%	684
2018 Q4	$4K	Hold	110	–	–	﹤0.01%	585
2018 Q3	$5K	Hold	110	–	–	﹤0.01%	591
2018 Q2	$6K	Buy	+110	New	+$5.79K	0.01%	660

Other funds holding BTI

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Squar Milner Financial Services's BTI Position: Q1 2020 in Review

Squar Milner Financial Services sold out of British American Tobacco (BTI) in Q1 2020, closing a stake of 57 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in BTI in Q2 2018 and held it in 6 quarters. The position peaked at $6K in Q2 2018. 413 funds tracked by Wall St. Rank hold BTI as of Q1 2020.

Squar Milner Financial Services reported no remaining British American Tobacco position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 57 British American Tobacco shares in Q1 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in British American Tobacco in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's British American Tobacco position peaked at $6K in Q2 2018.
413 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.