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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return