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Wendell David Associates’s British American Tobacco BTI Stock Holding History

Wendell David Associates’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
Q4 		– Sell
-3,854
Closed -$241K – 157
2017
Q3 		$241K Buy
+3,854
New +$249K 0.04% 145

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wendell David Associates's BTI Position: Q4 2017 in Review

Wendell David Associates sold out of British American Tobacco (BTI) in Q4 2017, closing a stake of 3,854 shares — an estimated $241K sold.

Wendell David Associates first reported a position in BTI in Q3 2017 and held it in 1 quarter. The position peaked at $241K in Q3 2017. 607 funds tracked by Wall St. Rank hold BTI as of Q4 2017.

  • Wendell David Associates reported no remaining British American Tobacco position as of Q4 2017 after selling out during the quarter.
  • Wendell David Associates sold 3,854 British American Tobacco shares in Q4 2017, an estimated $241K.
  • Wendell David Associates first reported a position in British American Tobacco in Q3 2017 and held it in 1 quarter.
  • Wendell David Associates's British American Tobacco position peaked at $241K in Q3 2017.
  • 607 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2017.

Based on Wendell David Associates's 13F filing for Q4 2017, filed 16 Jan 2018.