BCA
BT

Berman Capital Advisors’s BT Group plc (ADR) BT Stock Holding History

Berman Capital Advisors’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
-176
Closed -$2K – 1671
2019
Q2 		$2K Sell
176
-291
-62% -$4.04K ﹤0.01% 1278
2019
Q1 		$6K Buy
467
+6
+1% +$90 ﹤0.01% 840
2018
Q4 		$6K Buy
+461
New +$7.34K ﹤0.01% 660

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

Berman Capital Advisors's BT Position: Q3 2019 in Review

Berman Capital Advisors sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 176 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in BT in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Berman Capital Advisors reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 176 BT Group plc (ADR) shares in Q3 2019, an estimated $2K.
  • Berman Capital Advisors first reported a position in BT Group plc (ADR) in Q4 2018 and held it in 3 quarters.
  • Berman Capital Advisors's BT Group plc (ADR) position peaked at $6K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.