AR
BT

Advisory Research’s BT Group plc (ADR) BT Stock Holding History

Advisory Research’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
Q4 		– Sell
-22,444
Closed -$246K – 367
2019
Q3 		$246K Sell
22,444
-453
-2% -$5.05K 0.01% 302
2019
Q2 		$292K Sell
22,897
-5,577
-20% -$77.5K 0.01% 338
2019
Q1 		$421K Buy
+28,474
New +$426K 0.01% 304

Other funds holding BT

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Advisory Research's BT Position: Q4 2019 in Review

Advisory Research sold out of BT Group plc (ADR) (BT) in Q4 2019, closing a stake of 22,444 shares — an estimated $246K sold.

Advisory Research first reported a position in BT in Q1 2019 and held it in 3 quarters. The position peaked at $421K in Q1 2019. 7 funds tracked by Wall St. Rank hold BT as of Q4 2019.

  • Advisory Research reported no remaining BT Group plc (ADR) position as of Q4 2019 after selling out during the quarter.
  • Advisory Research sold 22,444 BT Group plc (ADR) shares in Q4 2019, an estimated $246K.
  • Advisory Research first reported a position in BT Group plc (ADR) in Q1 2019 and held it in 3 quarters.
  • Advisory Research's BT Group plc (ADR) position peaked at $421K in Q1 2019.
  • 7 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.