YorkBridge Wealth Partners’s British American Tobacco BTI Stock Holding History

YorkBridge Wealth Partners’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	-372	Closed	-$22K	–	845
2018 Q1	$22K	Sell	372 -500	-57%	-$31.4K	0.01%	494
2017 Q4	$55K	Buy	872 +818	+1,515%	+$53.3K	0.03%	366
2017 Q3	$3K	Buy	+54	New	+$3.48K	﹤0.01%	735
2017 Q2	–	Sell	-90	Closed	-$6K	–	879
2017 Q1	$6K	Hold	90	–	–	﹤0.01%	664
2016 Q4	$5K	Buy	+90	New	+$5.1K	﹤0.01%	673

Other funds holding BTI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

YorkBridge Wealth Partners's BTI Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of British American Tobacco (BTI) in Q2 2018, closing a stake of 372 shares — an estimated $22K sold.

YorkBridge Wealth Partners first reported a position in BTI in Q4 2016 and held it in 5 quarters. The position peaked at $55K in Q4 2017. 520 funds tracked by Wall St. Rank hold BTI as of Q2 2018.

YorkBridge Wealth Partners reported no remaining British American Tobacco position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 372 British American Tobacco shares in Q2 2018, an estimated $22K.
YorkBridge Wealth Partners first reported a position in British American Tobacco in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's British American Tobacco position peaked at $55K in Q4 2017.
520 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.