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BT

Avantax Planning Partners’s BT Group plc (ADR) BT Stock Holding History

Avantax Planning 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
Q2 		– Sell
-1,433
Closed -$23K – 1762
2018
Q1 		$23K Buy
+1,433
New +$24.6K ﹤0.01% 739

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FCH
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Bank of America
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AG
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PPA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's BT Position: Q2 2018 in Review

Avantax Planning Partners sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 1,433 shares — an estimated $23K sold.

Avantax Planning Partners first reported a position in BT in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • Avantax Planning Partners reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,433 BT Group plc (ADR) shares in Q2 2018, an estimated $23K.
  • Avantax Planning Partners first reported a position in BT Group plc (ADR) in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's BT Group plc (ADR) position peaked at $23K in Q1 2018.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.