Bank of Montreal
BT

Bank of Montreal’s BT Group plc (ADR) BT Stock Holding History

Bank of Montreal’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
-42,293
Closed -$540K – 5147
2019
Q2 		$540K Sell
42,293
-833
-2% -$11.6K ﹤0.01% 2377
2019
Q1 		$637K Sell
43,126
-5,946
-12% -$89.1K ﹤0.01% 2204
2018
Q4 		$746K Sell
49,072
-6,573
-12% -$105K ﹤0.01% 2008
2018
Q3 		$822K Sell
55,645
-8,246
-13% -$122K ﹤0.01% 2090
2018
Q2 		$924K Buy
63,891
+6,451
+11% +$98.1K ﹤0.01% 2049
2018
Q1 		$928K Buy
57,440
+7,965
+16% +$137K ﹤0.01% 1959
2017
Q4 		$902K Sell
49,475
-2,864
-5% -$50.7K ﹤0.01% 2011
2017
Q3 		$1.01M Sell
52,339
-147,265
-74% -$2.88M ﹤0.01% 1964
2017
Q2 		$3.88M Buy
199,604
+152,742
+326% +$3.01M ﹤0.01% 1276
2017
Q1 		$941K Buy
46,862
+33,555
+252% +$703K ﹤0.01% 1878
2016
Q4 		$300K Buy
13,307
+3,771
+40% +$87.1K ﹤0.01% 2327
2016
Q3 		$242K Sell
9,536
-7,991
-46% -$209K ﹤0.01% 2383
2016
Q2 		$488K Sell
17,527
-886
-5% -$27.8K ﹤0.01% 2131
2016
Q1 		$590K Buy
18,413
+2,865
+18% +$95.9K ﹤0.01% 1977
2015
Q4 		$538K Buy
15,548
+12,032
+342% +$422K ﹤0.01% 1960
2015
Q3 		$112K Sell
3,516
-82
-2% -$2.83K ﹤0.01% 2566
2015
Q2 		$127K Sell
3,598
-160
-4% -$5.59K ﹤0.01% 2624
2015
Q1 		$123K Buy
3,758
+176
+5% +$5.81K ﹤0.01% 2543
2014
Q4 		$111K Sell
3,582
-640
-15% -$19.6K ﹤0.01% 2725
2014
Q3 		$129K Buy
4,222
+402
+11% +$12.9K ﹤0.01% 2710
2014
Q2 		$125K Buy
3,820
+106
+3% +$3.41K ﹤0.01% 2720
2014
Q1 		$119K Buy
3,714
+630
+20% +$20.4K ﹤0.01% 2719
2013
Q4 		$98K Buy
3,084
+1,222
+66% +$36.5K ﹤0.01% 2551
2013
Q3 		$52K Hold
1,862
– – ﹤0.01% 2808
2013
Q2 		$43K Buy
+1,862
New +$42.1K ﹤0.01% 2782

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 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 $15.7B AUM 36.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Bank of Montreal's BT Position: Q3 2019 in Review

Bank of Montreal sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 42,293 shares — an estimated $540K sold.

Bank of Montreal first reported a position in BT in Q2 2013 and held it in 25 quarters. The position peaked at $3.88M in Q2 2017. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Bank of Montreal reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Bank of Montreal sold 42,293 BT Group plc (ADR) shares in Q3 2019, an estimated $540K.
  • Bank of Montreal first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 25 quarters.
  • Bank of Montreal's BT Group plc (ADR) position peaked at $3.88M in Q2 2017.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Bank of Montreal's 13F filing for Q3 2019, filed 8 Nov 2019.