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Wealthspire Advisors (Maryland)’s British American Tobacco BTI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,455
Closed -$186K – 679
2019
Q1 		$186K Buy
4,455
+1,298
+41% +$47.2K 0.01% 456
2018
Q4 		$101K Sell
3,157
-3,477
-52% -$135K 0.01% 597
2018
Q3 		$309K Sell
6,634
-5,781
-47% -$294K 0.03% 351
2018
Q2 		$626K Buy
12,415
+10
+0.1% +$527 0.06% 193
2018
Q1 		$716K Sell
12,405
-178
-1% -$11.2K 0.07% 175
2017
Q4 		$843K Buy
12,583
+2,756
+28% +$180K 0.08% 155
2017
Q3 		$614K Buy
9,827
+5,639
+135% +$364K 0.07% 205
2017
Q2 		$287K Buy
4,188
+1,068
+34% +$74.2K 0.03% 348
2017
Q1 		$207K Buy
3,120
+336
+12% +$20.8K 0.03% 379
2016
Q4 		$157K Sell
2,784
-100
-3% -$5.66K 0.02% 436
2016
Q3 		$184K Sell
2,884
-30
-1% -$1.9K 0.03% 403
2016
Q2 		$189K Buy
2,914
+44
+2% +$2.67K 0.03% 380
2016
Q1 		$168K Buy
2,870
+120
+4% +$6.61K 0.03% 398
2015
Q4 		$152K Buy
+2,750
New +$158K 0.03% 433

Other funds holding BTI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BTI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of British American Tobacco (BTI) in Q2 2019, closing a stake of 4,455 shares — an estimated $186K sold.

Wealthspire Advisors (Maryland) first reported a position in BTI in Q4 2015 and held it in 14 quarters. The position peaked at $843K in Q4 2017. 441 funds tracked by Wall St. Rank hold BTI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining British American Tobacco position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,455 British American Tobacco shares in Q2 2019, an estimated $186K.
  • Wealthspire Advisors (Maryland) first reported a position in British American Tobacco in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s British American Tobacco position peaked at $843K in Q4 2017.
  • 441 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.