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Strategic Wealth Management’s British American Tobacco BTI Stock Holding History

Strategic Wealth Management’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
2014
Q4 		– Sell
-10,066
Closed -$569K – 47
2014
Q3 		$569K Buy
+10,066
New +$595K 0.59% 43

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management's BTI Position: Q4 2014 in Review

Strategic Wealth Management sold out of British American Tobacco (BTI) in Q4 2014, closing a stake of 10,066 shares — an estimated $569K sold.

Strategic Wealth Management first reported a position in BTI in Q3 2014 and held it in 1 quarter. The position peaked at $569K in Q3 2014. 250 funds tracked by Wall St. Rank hold BTI as of Q4 2014.

  • Strategic Wealth Management reported no remaining British American Tobacco position as of Q4 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 10,066 British American Tobacco shares in Q4 2014, an estimated $569K.
  • Strategic Wealth Management first reported a position in British American Tobacco in Q3 2014 and held it in 1 quarter.
  • Strategic Wealth Management's British American Tobacco position peaked at $569K in Q3 2014.
  • 250 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2014.

Based on Strategic Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.