ACS
BT

Archford Capital Strategies’s BT Group plc (ADR) BT Stock Holding History

Archford Capital Strategies’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
2016
Q4 		– Sell
-193
Closed -$4K – 781
2016
Q3 		$4K Buy
+193
New +$5.06K ﹤0.01% 447

Other funds holding BT

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BIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return

Archford Capital Strategies's BT Position: Q4 2016 in Review

Archford Capital Strategies sold out of BT Group plc (ADR) (BT) in Q4 2016, closing a stake of 193 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in BT in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 158 funds tracked by Wall St. Rank hold BT as of Q4 2016.

  • Archford Capital Strategies reported no remaining BT Group plc (ADR) position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 193 BT Group plc (ADR) shares in Q4 2016, an estimated $4K.
  • Archford Capital Strategies first reported a position in BT Group plc (ADR) in Q3 2016 and held it in 1 quarter.
  • Archford Capital Strategies's BT Group plc (ADR) position peaked at $4K in Q3 2016.
  • 158 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.