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Wealth Architects’s British American Tobacco BTI Stock Holding History

Wealth Architects’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
Q4 		– Sell
-6,340
Closed -$296K – 129
2018
Q3 		$296K Hold
6,340
– – 0.09% 99
2018
Q2 		$320K Sell
6,340
-6
-0.1% -$316 0.1% 81
2018
Q1 		$366K Hold
6,346
– – 0.12% 72
2017
Q4 		$425K Sell
6,346
-52
-0.8% -$3.39K 0.14% 69
2017
Q3 		$400K Buy
+6,398
New +$413K 0.14% 75

Other funds holding BTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Architects's BTI Position: Q4 2018 in Review

Wealth Architects sold out of British American Tobacco (BTI) in Q4 2018, closing a stake of 6,340 shares — an estimated $296K sold.

Wealth Architects first reported a position in BTI in Q3 2017 and held it in 5 quarters. The position peaked at $425K in Q4 2017. 444 funds tracked by Wall St. Rank hold BTI as of Q4 2018.

  • Wealth Architects reported no remaining British American Tobacco position as of Q4 2018 after selling out during the quarter.
  • Wealth Architects sold 6,340 British American Tobacco shares in Q4 2018, an estimated $296K.
  • Wealth Architects first reported a position in British American Tobacco in Q3 2017 and held it in 5 quarters.
  • Wealth Architects's British American Tobacco position peaked at $425K in Q4 2017.
  • 444 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2018.

Based on Wealth Architects's 13F filing for Q4 2018, filed 17 Jan 2019.