1GA
BT

1st Global Advisors’s BT Group plc (ADR) BT Stock Holding History

1st Global Advisors’s Portfolio BT Stock Details BT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-14,303
Closed -$287K – 545
2017
Q1 		$287K Sell
14,303
-3,718
-21% -$77.8K 0.03% 389
2016
Q4 		$415K Buy
+18,021
New +$416K 0.05% 307
2016
Q2 		– Sell
-17,561
Closed -$563K – 528
2016
Q1 		$563K Buy
17,561
+6,256
+55% +$209K 0.08% 221
2015
Q4 		$391K Buy
11,305
+527
+5% +$18.5K 0.06% 251
2015
Q3 		$344K Buy
10,778
+586
+6% +$20.2K 0.05% 284
2015
Q2 		$361 Sell
10,192
-412
-4% -$14.4K 0.05% 284
2015
Q1 		$346K Sell
10,604
-250
-2% -$8.25K 0.05% 296
2014
Q4 		$336K Buy
10,854
+54
+0.5% +$1.65K 0.05% 292
2014
Q3 		$332K Sell
10,800
-102
-0.9% -$3.28K 0.05% 285
2014
Q2 		$358K Buy
+10,902
New +$350K 0.05% 260
2013
Q4 		– Sell
-8,194
Closed -$227K – 429
2013
Q3 		$227K Sell
8,194
-1,670
-17% -$43.5K 0.05% 333
2013
Q2 		$232K Buy
+9,864
New +$223K 0.05% 295

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1st Global Advisors's BT Position: Q2 2017 in Review

1st Global Advisors sold out of BT Group plc (ADR) (BT) in Q2 2017, closing a stake of 14,303 shares — an estimated $287K sold.

1st Global Advisors first reported a position in BT in Q2 2013 and held it in 12 quarters. The position peaked at $563K in Q1 2016. 137 funds tracked by Wall St. Rank hold BT as of Q2 2017.

  • 1st Global Advisors reported no remaining BT Group plc (ADR) position as of Q2 2017 after selling out during the quarter.
  • 1st Global Advisors sold 14,303 BT Group plc (ADR) shares in Q2 2017, an estimated $287K.
  • 1st Global Advisors first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 12 quarters.
  • 1st Global Advisors's BT Group plc (ADR) position peaked at $563K in Q1 2016.
  • 137 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.