AG
BT

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

Aperio 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
Q4 		– Sell
-748,673
Closed -$8.17M – 2390
2019
Q3 		$8.17M Buy
748,673
+111,587
+18% +$1.24M 0.03% 544
2019
Q2 		$8.14M Sell
637,086
-429,050
-40% -$5.96M 0.03% 544
2019
Q1 		$15.8M Buy
1,066,136
+27,393
+3% +$410K 0.07% 326
2018
Q4 		$15.8M Buy
1,038,743
+279,969
+37% +$4.46M 0.08% 275
2018
Q3 		$11.2M Buy
758,774
+180,999
+31% +$2.68M 0.05% 401
2018
Q2 		$8.36M Buy
577,775
+144,525
+33% +$2.2M 0.04% 498
2018
Q1 		$7M Sell
433,250
-7,590
-2% -$130K 0.03% 542
2017
Q4 		$8.03M Sell
440,840
-57,067
-11% -$1.01M 0.04% 491
2017
Q3 		$9.58M Buy
497,907
+144,367
+41% +$2.82M 0.05% 405
2017
Q2 		$6.86M Buy
353,540
+16,965
+5% +$335K 0.04% 485
2017
Q1 		$6.76M Sell
336,575
-74,699
-18% -$1.56M 0.05% 448
2016
Q4 		$9.47M Buy
411,274
+90,643
+28% +$2.09M 0.07% 317
2016
Q3 		$8.15M Sell
320,631
-26,575
-8% -$696K 0.06% 376
2016
Q2 		$9.67M Sell
347,206
-48,869
-12% -$1.53M 0.08% 306
2016
Q1 		$12.7M Sell
396,075
-8,489
-2% -$284K 0.11% 213
2015
Q4 		$14M Buy
404,564
+21,156
+6% +$742K 0.13% 187
2015
Q3 		$12.2M Buy
383,408
+30,358
+9% +$1.05M 0.12% 194
2015
Q2 		$12.5M Buy
353,050
+25,886
+8% +$904K 0.13% 189
2015
Q1 		$10.7M Buy
327,164
+22,296
+7% +$736K 0.12% 206
2014
Q4 		$9.45M Buy
304,868
+37,402
+14% +$1.14M 0.12% 218
2014
Q3 		$8.22M Buy
267,466
+684
+0.3% +$22K 0.11% 220
2014
Q2 		$8.75M Buy
266,782
+12,928
+5% +$415K 0.13% 204
2014
Q1 		$8.1M Buy
+253,854
New +$8.23M 0.11% 214
2013
Q4 		– Sell
-198,418
Closed -$5.92M – 222
2013
Q3 		$5.49M Buy
198,418
+22,312
+13% +$582K 0.11% 241
2013
Q2 		$4.14M Buy
+176,106
New +$3.98M 0.1% 256

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 $5.54B AUM 27.43% 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

Aperio Group's BT Position: Q4 2019 in Review

Aperio Group sold out of BT Group plc (ADR) (BT) in Q4 2019, closing a stake of 748,673 shares — an estimated $8.17M sold.

Aperio Group first reported a position in BT in Q2 2013 and held it in 25 quarters. The position peaked at $15.8M in Q4 2018. 7 funds tracked by Wall St. Rank hold BT as of Q4 2019.

  • Aperio Group reported no remaining BT Group plc (ADR) position as of Q4 2019 after selling out during the quarter.
  • Aperio Group sold 748,673 BT Group plc (ADR) shares in Q4 2019, an estimated $8.17M.
  • Aperio Group first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 25 quarters.
  • Aperio Group's BT Group plc (ADR) position peaked at $15.8M in Q4 2018.
  • 7 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2019.

Based on Aperio Group's 13F filing for Q4 2019, filed 13 Feb 2020.