AP
BT

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

Advisor Partners’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
2018
Q3 		– Sell
-10,654
Closed -$154K – 653
2018
Q2 		$154K Buy
+10,654
New +$162K 0.03% 561
2016
Q1 		– Sell
-7,706
Closed -$267K – 425
2015
Q4 		$267K Buy
7,706
+232
+3% +$8.14K 0.09% 231
2015
Q3 		$238K Buy
7,474
+630
+9% +$21.7K 0.1% 248
2015
Q2 		$242K Buy
6,844
+112
+2% +$3.91K 0.09% 263
2015
Q1 		$219K Sell
6,732
-750
-10% -$24.7K 0.09% 290
2014
Q4 		$223K Buy
7,482
+124
+2% +$3.79K 0.1% 272
2014
Q3 		$226K Buy
7,358
+30
+0.4% +$964 0.13% 204
2014
Q2 		$240K Sell
7,328
-38
-0.5% -$1.22K 0.12% 231
2014
Q1 		$235K Sell
7,366
-84
-1% -$2.72K 0.13% 222
2013
Q4 		$235K Buy
+7,450
New +$222K 0.14% 207

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Advisor Partners's BT Position: Q3 2018 in Review

Advisor Partners sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 10,654 shares — an estimated $154K sold.

Advisor Partners first reported a position in BT in Q4 2013 and held it in 10 quarters. The position peaked at $267K in Q4 2015. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

  • Advisor Partners reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
  • Advisor Partners sold 10,654 BT Group plc (ADR) shares in Q3 2018, an estimated $154K.
  • Advisor Partners first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 10 quarters.
  • Advisor Partners's BT Group plc (ADR) position peaked at $267K in Q4 2015.
  • 131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

Based on Advisor Partners's 13F filing for Q3 2018, filed 6 Nov 2018.