ATIA
BT

American Trust Investment Advisors’s BT Group plc (ADR) BT Stock Holding History

American Trust Investment 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
2019
Q3 		– Sell
-17,400
Closed -$222K – 80
2019
Q2 		$222K Buy
+17,400
New +$242K 0.17% 72
2016
Q2 		– Sell
-6,910
Closed -$222K – 75
2016
Q1 		$222K Hold
6,910
– – 0.23% 56
2015
Q4 		$239K Sell
6,910
-150
-2% -$5.26K 0.27% 58
2015
Q3 		$225K Hold
7,060
– – 0.26% 58
2015
Q2 		$250K Hold
7,060
– – 0.25% 64
2015
Q1 		$230K Hold
7,060
– – 0.23% 62
2014
Q4 		$219K Buy
+7,060
New +$216K 0.23% 60

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

American Trust Investment Advisors's BT Position: Q3 2019 in Review

American Trust Investment Advisors sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 17,400 shares — an estimated $222K sold.

American Trust Investment Advisors first reported a position in BT in Q4 2014 and held it in 7 quarters. The position peaked at $250K in Q2 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • American Trust Investment Advisors reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • American Trust Investment Advisors sold 17,400 BT Group plc (ADR) shares in Q3 2019, an estimated $222K.
  • American Trust Investment Advisors first reported a position in BT Group plc (ADR) in Q4 2014 and held it in 7 quarters.
  • American Trust Investment Advisors's BT Group plc (ADR) position peaked at $250K in Q2 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on American Trust Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.