WFG Advisors’s British American Tobacco BTI Stock Holding History

WFG Advisors’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 Q2	$30K	Buy	434 +218	+101%	+$15.1K	0.01%	836
2017 Q1	$14K	Hold	216	–	–	﹤0.01%	978
2016 Q4	$12K	Sell	216 -294	-58%	-$16.7K	﹤0.01%	1054
2016 Q3	$33K	Hold	510	–	–	0.01%	806
2016 Q2	$33K	Buy	510 +58	+13%	+$3.51K	0.01%	803
2016 Q1	$26K	Sell	452 -44	-9%	-$2.42K	0.01%	823
2015 Q4	$27K	Hold	496	–	–	0.01%	820
2015 Q3	$27K	Hold	496	–	–	0.01%	806
2015 Q2	$27K	Buy	496 +2	+0.4%	+$110	0.01%	891
2015 Q1	$26K	Sell	494 -550	-53%	-$30.5K	0.01%	910
2014 Q4	$56K	Buy	1,044 +2	+0.2%	+$112	0.01%	841
2014 Q3	$59K	Hold	1,042	–	–	0.01%	862
2014 Q2	$62K	Buy	1,042 +284	+37%	+$16.6K	0.01%	834
2014 Q1	$42K	Sell	758 -448	-37%	-$23.3K	0.01%	974
2013 Q4	$65K	Buy	1,206 +68	+6%	+$3.62K	0.01%	895
2013 Q3	$60K	Sell	1,138 -2	-0.2%	-$106	0.01%	857
2013 Q2	$59K	Buy	+1,140	New	+$62.8K	0.01%	822

Other funds holding BTI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFG Advisors's BTI Position: Q2 2017 in Review

WFG Advisors increased its British American Tobacco (BTI) stake by 101% in Q2 2017, buying an estimated $15.1K and bringing the position to 434 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #836.

WFG Advisors first reported a position in BTI in Q2 2013 and has held it in 17 quarters since. The position peaked at $65K in Q4 2013. 332 funds tracked by Wall St. Rank hold BTI as of Q2 2017.

WFG Advisors held 434 shares of British American Tobacco worth $30K as of Q2 2017.
WFG Advisors bought 218 British American Tobacco shares in Q2 2017, an estimated $15.1K.
British American Tobacco made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #836 holding.
WFG Advisors first reported a position in British American Tobacco in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's British American Tobacco position peaked at $65K in Q4 2013.
332 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.