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WBI Investments’s British American Tobacco BTI Stock Holding History

WBI Investments’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
2017
Q3 		– Sell
-113,871
Closed -$7.8M – 293
2017
Q2 		$7.8M Buy
+113,871
New +$7.91M 0.34% 62

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WBI Investments's BTI Position: Q3 2017 in Review

WBI Investments sold out of British American Tobacco (BTI) in Q3 2017, closing a stake of 113,871 shares — an estimated $7.8M sold.

WBI Investments first reported a position in BTI in Q2 2017 and held it in 1 quarter. The position peaked at $7.8M in Q2 2017. 596 funds tracked by Wall St. Rank hold BTI as of Q3 2017.

  • WBI Investments reported no remaining British American Tobacco position as of Q3 2017 after selling out during the quarter.
  • WBI Investments sold 113,871 British American Tobacco shares in Q3 2017, an estimated $7.8M.
  • WBI Investments first reported a position in British American Tobacco in Q2 2017 and held it in 1 quarter.
  • WBI Investments's British American Tobacco position peaked at $7.8M in Q2 2017.
  • 596 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2017.

Based on WBI Investments's 13F filing for Q3 2017, filed 13 Nov 2017.