BC
BT

Bartlett & Co’s BT Group plc (ADR) BT Stock Holding History

Bartlett & Co’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
-1,600
Closed -$45K – 742
2016
Q2 		$45K Hold
1,600
– – ﹤0.01% 442
2016
Q1 		$51K Sell
1,600
-550
-26% -$18.4K ﹤0.01% 416
2015
Q4 		$74K Hold
2,150
– – ﹤0.01% 357
2015
Q3 		$69K Hold
2,150
– – ﹤0.01% 358
2015
Q2 		$76K Hold
2,150
– – ﹤0.01% 352
2015
Q1 		$70K Hold
2,150
– – ﹤0.01% 378
2014
Q4 		$67K Hold
2,150
– – ﹤0.01% 384
2014
Q3 		$66K Hold
2,150
– – ﹤0.01% 384
2014
Q2 		$71K Hold
2,150
– – ﹤0.01% 378
2014
Q1 		$69K Sell
2,150
-1,050
-33% -$34K ﹤0.01% 371
2013
Q4 		$101K Sell
3,200
-134
-4% -$4K 0.01% 302
2013
Q3 		$92K Buy
3,334
+134
+4% +$3.49K 0.01% 308
2013
Q2 		$75K Buy
+3,200
New +$72.4K ﹤0.01% 327

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

Bartlett & Co's BT Position: Q3 2016 in Review

Bartlett & Co sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 1,600 shares — an estimated $45K sold.

Bartlett & Co first reported a position in BT in Q2 2013 and held it in 13 quarters. The position peaked at $101K in Q4 2013. 147 funds tracked by Wall St. Rank hold BT as of Q3 2016.

  • Bartlett & Co reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
  • Bartlett & Co sold 1,600 BT Group plc (ADR) shares in Q3 2016, an estimated $45K.
  • Bartlett & Co first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 13 quarters.
  • Bartlett & Co's BT Group plc (ADR) position peaked at $101K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on Bartlett & Co's 13F filing for Q3 2016, filed 24 Oct 2016.