AG
BT

Advisor Group’s BT Group plc (ADR) BT Stock Holding History

Advisor Group’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
2019
Q3 		– Sell
-43,334
Closed -$553K – 5567
2019
Q2 		$553K Buy
43,334
+9,590
+28% +$133K ﹤0.01% 1544
2019
Q1 		$500K Buy
33,744
+11,101
+49% +$166K ﹤0.01% 1591
2018
Q4 		$343K Buy
22,643
+16,127
+247% +$257K ﹤0.01% 1674
2018
Q3 		$97K Buy
6,516
+2,547
+64% +$37.8K ﹤0.01% 2780
2018
Q2 		$57K Sell
3,969
-4,154
-51% -$63.2K ﹤0.01% 2991
2018
Q1 		$131K Sell
8,123
-4,084
-33% -$70.1K ﹤0.01% 2325
2017
Q4 		$222K Buy
12,207
+5,689
+87% +$101K ﹤0.01% 1908
2017
Q3 		$125K Buy
6,518
+243
+4% +$4.75K ﹤0.01% 2227
2017
Q2 		$122K Sell
6,275
-237
-4% -$4.67K ﹤0.01% 2146
2017
Q1 		$131K Buy
6,512
+143
+2% +$2.99K ﹤0.01% 1979
2016
Q4 		$146K Buy
6,369
+1,106
+21% +$25.6K ﹤0.01% 1800
2016
Q3 		$134K Sell
5,263
-889
-14% -$23.3K ﹤0.01% 1813
2016
Q2 		$169K Buy
+6,152
New +$193K ﹤0.01% 1571

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Advisor Group's BT Position: Q3 2019 in Review

Advisor Group sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 43,334 shares — an estimated $553K sold.

Advisor Group first reported a position in BT in Q2 2016 and held it in 13 quarters. The position peaked at $553K in Q2 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Advisor Group reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 43,334 BT Group plc (ADR) shares in Q3 2019, an estimated $553K.
  • Advisor Group first reported a position in BT Group plc (ADR) in Q2 2016 and held it in 13 quarters.
  • Advisor Group's BT Group plc (ADR) position peaked at $553K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.