CA
BT

Calton & Associates’s BT Group plc (ADR) BT Stock Holding History

Calton & Associates’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
Q1 		– Sell
-2,769
Closed -$51K – 1444
2017
Q4 		$51K Buy
+2,769
New +$49K 0.01% 681

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Calton & Associates's BT Position: Q1 2018 in Review

Calton & Associates sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 2,769 shares — an estimated $51K sold.

Calton & Associates first reported a position in BT in Q4 2017 and held it in 1 quarter. The position peaked at $51K in Q4 2017. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

  • Calton & Associates reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,769 BT Group plc (ADR) shares in Q1 2018, an estimated $51K.
  • Calton & Associates first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's BT Group plc (ADR) position peaked at $51K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.