Whitener Capital Management’s British American Tobacco BTI Stock Holding History

Whitener 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
2019 Q4	–	Sell	-61	Closed	-$2K	–	185
2019 Q3	$2K	Hold	61	–	–	﹤0.01%	441
2019 Q2	$2K	Hold	61	–	–	﹤0.01%	431
2019 Q1	$2K	Hold	61	–	–	﹤0.01%	425
2018 Q4	$1K	Hold	61	–	–	﹤0.01%	416
2018 Q3	$2K	Buy	+61	New	+$3.1K	﹤0.01%	421
2018 Q2	–	Sell	-61	Closed	-$3K	–	161
2018 Q1	$3K	Hold	61	–	–	﹤0.01%	403
2017 Q4	$4K	Buy	+61	New	+$3.98K	﹤0.01%	373

Other funds holding BTI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whitener Capital Management's BTI Position: Q4 2019 in Review

Whitener Capital Management sold out of British American Tobacco (BTI) in Q4 2019, closing a stake of 61 shares — an estimated $2K sold.

Whitener Capital Management first reported a position in BTI in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 455 funds tracked by Wall St. Rank hold BTI as of Q4 2019.

Whitener Capital Management reported no remaining British American Tobacco position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 61 British American Tobacco shares in Q4 2019, an estimated $2K.
Whitener Capital Management first reported a position in British American Tobacco in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's British American Tobacco position peaked at $4K in Q4 2017.
455 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.