AAM
BT

Advisors Asset Management’s BT Group plc (ADR) BT Stock Holding History

Advisors Asset Management’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
-111,885
Closed -$1.43M – 1610
2019
Q2 		$1.43M Sell
111,885
-3,723
-3% -$51.7K 0.03% 674
2019
Q1 		$1.71M Sell
115,608
-9,849
-8% -$148K 0.03% 624
2018
Q4 		$1.91M Sell
125,457
-15,573
-11% -$248K 0.04% 521
2018
Q3 		$2.08M Buy
141,030
+2,619
+2% +$38.8K 0.03% 593
2018
Q2 		$2M Buy
138,411
+7,868
+6% +$120K 0.03% 606
2018
Q1 		$2.17M Buy
130,543
+22,460
+21% +$386K 0.04% 573
2017
Q4 		$1.97M Buy
108,083
+26,270
+32% +$465K 0.03% 620
2017
Q3 		$1.57M Buy
81,813
+32,499
+66% +$635K 0.03% 686
2017
Q2 		$957K Buy
49,314
+22,839
+86% +$450K 0.02% 896
2017
Q1 		$532K Buy
26,475
+24,366
+1,155% +$510K 0.01% 1079
2016
Q4 		$49K Buy
2,109
+321
+18% +$7.42K ﹤0.01% 1700
2016
Q3 		$45K Buy
1,788
+277
+18% +$7.26K ﹤0.01% 1704
2016
Q2 		$42K Buy
1,511
+331
+28% +$10.4K ﹤0.01% 1717
2016
Q1 		$38K Buy
1,180
+48
+4% +$1.61K ﹤0.01% 1681
2015
Q4 		$39K Sell
1,132
-40
-3% -$1.4K ﹤0.01% 1779
2015
Q3 		$37K Hold
1,172
– – ﹤0.01% 1770
2015
Q2 		$42K Sell
1,172
-40
-3% -$1.4K ﹤0.01% 1747
2015
Q1 		$39K Buy
1,212
+36
+3% +$1.19K ﹤0.01% 1730
2014
Q4 		$36K Buy
1,176
+174
+17% +$5.32K ﹤0.01% 1736
2014
Q3 		$31K Hold
1,002
– – ﹤0.01% 1719
2014
Q2 		$33K Sell
1,002
-74
-7% -$2.38K ﹤0.01% 1726
2014
Q1 		$34K Sell
1,076
-1,010
-48% -$32.7K ﹤0.01% 1696
2013
Q4 		$66K Sell
2,086
-432
-17% -$12.9K ﹤0.01% 1543
2013
Q3 		$70K Sell
2,518
-176
-7% -$4.59K ﹤0.01% 1488
2013
Q2 		$63K Buy
+2,694
New +$61K ﹤0.01% 1458

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

Advisors Asset Management's BT Position: Q3 2019 in Review

Advisors Asset Management sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 111,885 shares — an estimated $1.43M sold.

Advisors Asset Management first reported a position in BT in Q2 2013 and held it in 25 quarters. The position peaked at $2.17M in Q1 2018. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Advisors Asset Management reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Advisors Asset Management sold 111,885 BT Group plc (ADR) shares in Q3 2019, an estimated $1.43M.
  • Advisors Asset Management first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 25 quarters.
  • Advisors Asset Management's BT Group plc (ADR) position peaked at $2.17M in Q1 2018.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Advisors Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.