BWL
BT

Bogart Wealth LLC’s BT Group plc (ADR) BT Stock Holding History

Bogart Wealth LLC’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
-495
Closed -$6K – 388
2019
Q2 		$6K Hold
495
– – ﹤0.01% 274
2019
Q1 		$7K Hold
495
– – ﹤0.01% 266
2018
Q4 		$7K Hold
495
– – ﹤0.01% 264
2018
Q3 		$7K Sell
495
-114
-19% -$1.69K ﹤0.01% 252
2018
Q2 		$8K Hold
609
– – ﹤0.01% 255
2018
Q1 		$10K Buy
+609
New +$10.5K 0.01% 236
2017
Q4 		– Sell
-57
Closed -$1K – 358
2017
Q3 		$1K Buy
+57
New +$1.11K ﹤0.01% 327

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

Bogart Wealth LLC's BT Position: Q3 2019 in Review

Bogart Wealth LLC sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 495 shares — an estimated $6K sold.

Bogart Wealth LLC first reported a position in BT in Q3 2017 and held it in 7 quarters. The position peaked at $10K in Q1 2018. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Bogart Wealth LLC reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Bogart Wealth LLC sold 495 BT Group plc (ADR) shares in Q3 2019, an estimated $6K.
  • Bogart Wealth LLC first reported a position in BT Group plc (ADR) in Q3 2017 and held it in 7 quarters.
  • Bogart Wealth LLC's BT Group plc (ADR) position peaked at $10K in Q1 2018.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

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