Ariel Investments’s BT Group plc (ADR) BT Stock Holding History

Ariel Investments’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 Q2	–	Sell	-6,308	Closed	-$202K	–	198
2016 Q1	$202K	Hold	6,308	–	–	﹤0.01%	194
2015 Q4	$218K	Buy	+6,308	New	+$221K	﹤0.01%	196
2014 Q1	–	Sell	-14,298	Closed	-$451K	–	189
2013 Q4	$451K	Buy	14,298 +3,234	+29%	+$96.5K	0.01%	178
2013 Q3	$306K	Buy	+11,064	New	+$288K	﹤0.01%	168

Other funds holding BT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Ariel Investments's BT Position: Q2 2016 in Review

Ariel Investments sold out of BT Group plc (ADR) (BT) in Q2 2016, closing a stake of 6,308 shares — an estimated $202K sold.

Ariel Investments first reported a position in BT in Q3 2013 and held it in 4 quarters. The position peaked at $451K in Q4 2013. 164 funds tracked by Wall St. Rank hold BT as of Q2 2016.

Ariel Investments reported no remaining BT Group plc (ADR) position as of Q2 2016 after selling out during the quarter.
Ariel Investments sold 6,308 BT Group plc (ADR) shares in Q2 2016, an estimated $202K.
Ariel Investments first reported a position in BT Group plc (ADR) in Q3 2013 and held it in 4 quarters.
Ariel Investments's BT Group plc (ADR) position peaked at $451K in Q4 2013.
164 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2016.

Based on Ariel Investments's 13F filing for Q2 2016, filed 15 Aug 2016.