Winthrop Advisory Group’s British American Tobacco BTI Stock Holding History

Winthrop Advisory Group’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
2018 Q2	–	Sell	-9,061	Closed	-$472K	–	82
2018 Q1	$472K	Hold	9,061	–	–	0.33%	42
2017 Q4	$608K	Buy	+9,061	New	+$591K	0.43%	35

Other funds holding BTI

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

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

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Winthrop Advisory Group's BTI Position: Q2 2018 in Review

Winthrop Advisory Group sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 9,061 shares — an estimated $472K sold.

Winthrop Advisory Group first reported a position in BTI in Q4 2017 and held it in 2 quarters. The position peaked at $608K in Q4 2017. 519 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

Winthrop Advisory Group reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
Winthrop Advisory Group sold 9,061 British American Tobacco shares in Q2 2018, an estimated $472K.
Winthrop Advisory Group first reported a position in British American Tobacco in Q4 2017 and held it in 2 quarters.
Winthrop Advisory Group's British American Tobacco position peaked at $608K in Q4 2017.
519 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on Winthrop Advisory Group's 13F filing for Q2 2018, filed 7 Aug 2018.