AI
BT

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

Atria 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
2015
Q2 		– Sell
-8,822
Closed -$287K – 435
2015
Q1 		$287K Buy
8,822
+2,136
+32% +$70.5K 0.03% 329
2014
Q4 		$207K Buy
+6,686
New +$204K 0.02% 397
2014
Q1 		– Sell
-64,932
Closed -$2.05M – 476
2013
Q4 		$2.05M Buy
64,932
+16,764
+35% +$500K 0.2% 88
2013
Q3 		$1.33M Buy
48,168
+35,002
+266% +$912K 0.14% 110
2013
Q2 		$309K Buy
+13,166
New +$298K 0.04% 284

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments's BT Position: Q2 2015 in Review

Atria Investments sold out of BT Group plc (ADR) (BT) in Q2 2015, closing a stake of 8,822 shares — an estimated $287K sold.

Atria Investments first reported a position in BT in Q2 2013 and held it in 5 quarters. The position peaked at $2.05M in Q4 2013. 166 funds tracked by Wall St. Rank hold BT as of Q2 2015.

  • Atria Investments reported no remaining BT Group plc (ADR) position as of Q2 2015 after selling out during the quarter.
  • Atria Investments sold 8,822 BT Group plc (ADR) shares in Q2 2015, an estimated $287K.
  • Atria Investments first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 5 quarters.
  • Atria Investments's BT Group plc (ADR) position peaked at $2.05M in Q4 2013.
  • 166 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2015.

Based on Atria Investments's 13F filing for Q2 2015, filed 3 Aug 2015.