Wealthcare Capital Management’s British American Tobacco BTI Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-171	Closed	-$7K	–	303
2019 Q4	$7K	Buy	+171	New	+$6.45K	﹤0.01%	211
2015 Q3	–	Sell	-60	Closed	-$3K	–	260
2015 Q2	$3K	Sell	60 -362	-86%	-$20K	﹤0.01%	294
2015 Q1	$22K	Buy	+422	New	+$23.4K	﹤0.01%	382
2014 Q4	–	Sell	-216	Closed	-$13K	–	204
2014 Q3	$13K	Buy	+216	New	+$12.8K	﹤0.01%	127

Other funds holding BTI

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Capital Management's BTI Position: Q1 2020 in Review

Wealthcare Capital Management sold out of British American Tobacco (BTI) in Q1 2020, closing a stake of 171 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in BTI in Q3 2014 and held it in 4 quarters. The position peaked at $22K in Q1 2015. 412 funds tracked by Wall St. Rank hold BTI as of Q1 2020.

Wealthcare Capital Management reported no remaining British American Tobacco position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 171 British American Tobacco shares in Q1 2020, an estimated $7K.
Wealthcare Capital Management first reported a position in British American Tobacco in Q3 2014 and held it in 4 quarters.
Wealthcare Capital Management's British American Tobacco position peaked at $22K in Q1 2015.
412 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.