WCM
BTI icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return