AAP
BT

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

Arax Advisory 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
-367
Closed -$5K – 761
2018
Q2 		$5K Buy
+367
New +$5.58K ﹤0.01% 390
2018
Q1 		– Sell
-1,270
Closed -$23K – 498
2017
Q4 		$23K Buy
+1,270
New +$22.5K 0.01% 272
2017
Q3 		– Sell
-77
Closed -$1K – 504
2017
Q2 		$1K Hold
77
– – ﹤0.01% 500
2017
Q1 		$1K Buy
77
+3
+4% +$63 ﹤0.01% 529
2016
Q4 		$2K Buy
+74
New +$1.71K ﹤0.01% 505

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

Arax Advisory Partners's BT Position: Q3 2018 in Review

Arax Advisory Partners sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 367 shares — an estimated $5K sold.

Arax Advisory Partners first reported a position in BT in Q4 2016 and held it in 5 quarters. The position peaked at $23K in Q4 2017. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

  • Arax Advisory Partners reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
  • Arax Advisory Partners sold 367 BT Group plc (ADR) shares in Q3 2018, an estimated $5K.
  • Arax Advisory Partners first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 5 quarters.
  • Arax Advisory Partners's BT Group plc (ADR) position peaked at $23K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

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