BRWM
BT

B. Riley Wealth Management’s BT Group plc (ADR) BT Stock Holding History

B. Riley Wealth Management’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
Q3 		– Sell
-88
Closed -$3K – 888
2015
Q2 		$3K Hold
88
– – ﹤0.01% 944
2015
Q1 		$2K Hold
88
– – ﹤0.01% 979
2014
Q4 		$2K Hold
88
– – ﹤0.01% 955
2014
Q3 		$2K Hold
88
– – ﹤0.01% 1003
2014
Q2 		$2K Hold
88
– – ﹤0.01% 1052
2014
Q1 		$3K Buy
+88
New +$2.85K ﹤0.01% 978

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's BT Position: Q3 2015 in Review

B. Riley Wealth Management sold out of BT Group plc (ADR) (BT) in Q3 2015, closing a stake of 88 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in BT in Q1 2014 and held it in 6 quarters. The position peaked at $3K in Q2 2015. 167 funds tracked by Wall St. Rank hold BT as of Q3 2015.

  • B. Riley Wealth Management reported no remaining BT Group plc (ADR) position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 88 BT Group plc (ADR) shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in BT Group plc (ADR) in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's BT Group plc (ADR) position peaked at $3K in Q2 2015.
  • 167 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.