Sutton Wealth Advisors’s British American Tobacco BTI Stock Holding History

Sutton 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
2018 Q3	–	Sell	-503	Closed	-$25.4K	–	1132
2018 Q2	$25.4K	Sell	503 -275	-35%	-$14.5K	0.02%	513
2018 Q1	$44.9K	Hold	778	–	–	0.03%	298
2017 Q4	$52.1K	Sell	778 -213	-21%	-$13.9K	0.04%	265
2017 Q3	$61.9K	Buy	+991	New	+$63.9K	0.05%	234

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Sutton Wealth Advisors's BTI Position: Q3 2018 in Review

Sutton Wealth Advisors sold out of British American Tobacco (BTI) in Q3 2018, closing a stake of 503 shares — an estimated $25.4K sold.

Sutton Wealth Advisors first reported a position in BTI in Q3 2017 and held it in 4 quarters. The position peaked at $61.9K in Q3 2017. 518 funds tracked by Wall St. Rank hold BTI as of Q3 2018.

Sutton Wealth Advisors reported no remaining British American Tobacco position as of Q3 2018 after selling out during the quarter.
Sutton Wealth Advisors sold 503 British American Tobacco shares in Q3 2018, an estimated $25.4K.
Sutton Wealth Advisors first reported a position in British American Tobacco in Q3 2017 and held it in 4 quarters.
Sutton Wealth Advisors's British American Tobacco position peaked at $61.9K in Q3 2017.
518 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2018.

Based on Sutton Wealth Advisors's 13F filing for Q3 2018, filed 6 Nov 2023.