BC
BT

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

Brinker Capital’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
2018
Q2 		– Sell
-15,148
Closed -$245K – 1035
2018
Q1 		$245K Buy
15,148
+2,767
+22% +$47.5K 0.01% 919
2017
Q4 		$226K Sell
12,381
-2,847
-19% -$50.4K 0.01% 922
2017
Q3 		$293K Sell
15,228
-731
-5% -$14.3K 0.01% 818
2017
Q2 		$310K Buy
+15,959
New +$315K 0.01% 602

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brinker Capital's BT Position: Q2 2018 in Review

Brinker Capital sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 15,148 shares — an estimated $245K sold.

Brinker Capital first reported a position in BT in Q2 2017 and held it in 4 quarters. The position peaked at $310K in Q2 2017. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • Brinker Capital reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • Brinker Capital sold 15,148 BT Group plc (ADR) shares in Q2 2018, an estimated $245K.
  • Brinker Capital first reported a position in BT Group plc (ADR) in Q2 2017 and held it in 4 quarters.
  • Brinker Capital's BT Group plc (ADR) position peaked at $310K in Q2 2017.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on Brinker Capital's 13F filing for Q2 2018, filed 13 Aug 2018.