Winslow Evans & Crocker’s British American Tobacco BTI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$17K	Sell	441 -86	-16%	-$3.08K	﹤0.01%	827
2020 Q3	$19K	Buy	527 +74	+16%	+$2.59K	﹤0.01%	628
2020 Q2	$18K	Buy	453 +13	+3%	+$498	﹤0.01%	626
2020 Q1	$16K	Hold	440	–	–	0.01%	603
2019 Q4	$20K	Buy	440 +72	+20%	+$2.71K	0.01%	658
2019 Q3	$14K	Buy	368 +40	+12%	+$1.46K	﹤0.01%	709
2019 Q2	$12K	Sell	328 -134	-29%	-$5.08K	﹤0.01%	763
2019 Q1	$20K	Buy	+462	New	+$16.8K	0.01%	654
2018 Q4	–	Sell	-68	Closed	-$4K	–	1098
2018 Q3	$4K	Hold	68	–	–	﹤0.01%	945
2018 Q2	$4K	Sell	68 -204	-75%	-$10.7K	﹤0.01%	949
2018 Q1	$15.6K	Sell	272 -68	-20%	-$4.28K	0.01%	694
2017 Q4	$22.7K	Sell	340 -266	-44%	-$17.3K	0.01%	632
2017 Q3	$37.8K	Buy	+606	New	+$39.1K	0.01%	539
2016 Q4	–	Sell	-184	Closed	-$11.7K	–	1254
2016 Q3	$11.7K	Hold	184	–	–	﹤0.01%	858
2016 Q2	$11.9K	Sell	184 -104	-36%	-$6.3K	﹤0.01%	828
2016 Q1	$16.8K	Sell	288 -32	-10%	-$1.76K	0.01%	747
2015 Q4	$17.6K	Hold	320	–	–	0.01%	777
2015 Q3	$17.5K	Hold	320	–	–	0.01%	757
2015 Q2	$17.2K	Hold	320	–	–	﹤0.01%	798
2015 Q1	$16.5K	Hold	320	–	–	﹤0.01%	770
2014 Q4	$17.1K	Hold	320	–	–	﹤0.01%	768
2014 Q3	$18K	Buy	320 +290	+967%	+$17.1K	0.01%	765
2014 Q2	$1.79K	Hold	30	–	–	﹤0.01%	1199
2014 Q1	$1.67K	Hold	30	–	–	﹤0.01%	1189
2013 Q4	$2K	Buy	+30	New	+$1.6K	﹤0.01%	1270

Other funds holding BTI

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Winslow Evans & Crocker's BTI Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its British American Tobacco (BTI) stake by 16% in Q4 2020, selling an estimated $3.08K and leaving 441 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Winslow Evans & Crocker first reported a position in BTI in Q4 2013 and has held it in 25 quarters since. The position peaked at $37.8K in Q3 2017. 459 funds tracked by Wall St. Rank hold BTI as of Q4 2020.

Winslow Evans & Crocker held 441 shares of British American Tobacco worth $17K as of Q4 2020.
Winslow Evans & Crocker sold 86 British American Tobacco shares in Q4 2020, an estimated $3.08K.
British American Tobacco made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #827 holding.
Winslow Evans & Crocker first reported a position in British American Tobacco in Q4 2013 and has held it in 25 quarters since.
Winslow Evans & Crocker's British American Tobacco position peaked at $37.8K in Q3 2017.
459 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.