Surevest’s British American Tobacco BTI Stock Holding History

Surevest’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	-15,920	Closed	-$676K	–	101
2019 Q4	$676K	Sell	15,920 -268	-2%	-$10.1K	0.29%	97
2019 Q3	$597K	Sell	16,188 -1,315	-8%	-$48.1K	0.29%	99
2019 Q2	$610K	Sell	17,503 -242	-1%	-$9.17K	0.32%	98
2019 Q1	$740K	Buy	17,745 +9,981	+129%	+$363K	0.46%	65
2018 Q4	$247K	Buy	+7,764	New	+$302K	0.2%	113

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

Surevest's BTI Position: Q1 2020 in Review

Surevest sold out of British American Tobacco (BTI) in Q1 2020, closing a stake of 15,920 shares — an estimated $676K sold.

Surevest first reported a position in BTI in Q4 2018 and held it in 5 quarters. The position peaked at $740K in Q1 2019. 413 funds tracked by Wall St. Rank hold BTI as of Q1 2020.

Surevest reported no remaining British American Tobacco position as of Q1 2020 after selling out during the quarter.
Surevest sold 15,920 British American Tobacco shares in Q1 2020, an estimated $676K.
Surevest first reported a position in British American Tobacco in Q4 2018 and held it in 5 quarters.
Surevest's British American Tobacco position peaked at $740K in Q1 2019.
413 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.