BWP
BT

Baldwin Wealth Partners’s BT Group plc (ADR) BT Stock Holding History

Baldwin Wealth 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
2019
Q3 		– Sell
-33,466
Closed -$427K – 550
2019
Q2 		$427K Sell
33,466
-8,190
-20% -$114K 0.06% 135
2019
Q1 		$616K Buy
41,656
+11,270
+37% +$169K 0.09% 108
2018
Q4 		$462K Buy
+30,386
New +$484K 0.08% 122
2017
Q2 		– Sell
-194
Closed -$4K – 516
2017
Q1 		$4K Buy
+194
New +$4.06K ﹤0.01% 458
2016
Q4 		– Sell
-21,236
Closed -$540K – 544
2016
Q3 		$540K Buy
21,236
+6,865
+48% +$180K 0.1% 120
2016
Q2 		$400K Sell
14,371
-21,780
-60% -$684K 0.08% 126
2016
Q1 		$1.16M Buy
36,151
+32,345
+850% +$1.08M 0.21% 102
2015
Q4 		$132K Sell
3,806
-130
-3% -$4.56K 0.02% 222
2015
Q3 		$125K Sell
3,936
-22,900
-85% -$790K 0.02% 226
2015
Q2 		$951K Buy
26,836
+24,460
+1,029% +$854K 0.14% 130
2015
Q1 		$77K Buy
+2,376
New +$78.4K 0.01% 244
2014
Q3 		– Sell
-57,006
Closed -$1.87M – 277
2014
Q2 		$1.87M Buy
57,006
+472
+0.8% +$15.2K 0.28% 77
2014
Q1 		$1.8M Sell
56,534
-32
-0.1% -$1.04K 0.29% 72
2013
Q4 		$1.79M Buy
56,566
+2,028
+4% +$60.5K 0.29% 81
2013
Q3 		$1.51M Sell
54,538
-29,160
-35% -$760K 0.28% 88
2013
Q2 		$1.97M Buy
+83,698
New +$1.89M 0.39% 71

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Baldwin Wealth Partners's BT Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 33,466 shares — an estimated $427K sold.

Baldwin Wealth Partners first reported a position in BT in Q2 2013 and held it in 16 quarters. The position peaked at $1.97M in Q2 2013. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Baldwin Wealth Partners reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 33,466 BT Group plc (ADR) shares in Q3 2019, an estimated $427K.
  • Baldwin Wealth Partners first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 16 quarters.
  • Baldwin Wealth Partners's BT Group plc (ADR) position peaked at $1.97M in Q2 2013.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.