AIA
BT

Avalon Investment & Advisory’s BT Group plc (ADR) BT Stock Holding History

Avalon Investment & Advisory’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
Q3 		– Sell
-15,070
Closed -$420K – 328
2016
Q2 		$420K Buy
15,070
+6,481
+75% +$203K 0.02% 243
2016
Q1 		$276K Buy
+8,589
New +$288K 0.01% 233

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Avalon Investment & Advisory's BT Position: Q3 2016 in Review

Avalon Investment & Advisory sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 15,070 shares — an estimated $420K sold.

Avalon Investment & Advisory first reported a position in BT in Q1 2016 and held it in 2 quarters. The position peaked at $420K in Q2 2016. 147 funds tracked by Wall St. Rank hold BT as of Q3 2016.

  • Avalon Investment & Advisory reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 15,070 BT Group plc (ADR) shares in Q3 2016, an estimated $420K.
  • Avalon Investment & Advisory first reported a position in BT Group plc (ADR) in Q1 2016 and held it in 2 quarters.
  • Avalon Investment & Advisory's BT Group plc (ADR) position peaked at $420K in Q2 2016.
  • 147 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on Avalon Investment & Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.