CIM
BT

Calvert Investment Management’s BT Group plc (ADR) BT Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-13,470
Closed -$310K – 709
2016
Q4 		$310K Sell
13,470
-84
-0.6% -$1.94K 0.01% 660
2016
Q3 		$345K Sell
13,554
-994
-7% -$26K 0.01% 621
2016
Q2 		$405K Hold
14,548
– – 0.02% 553
2016
Q1 		$467K Sell
14,548
-433,792
-97% -$14.5M 0.02% 507
2015
Q4 		$15.5M Buy
448,340
+291,266
+185% +$10.2M 0.71% 37
2015
Q3 		$5.01M Sell
157,074
-201,478
-56% -$6.95M 0.25% 92
2015
Q2 		$12.7M Buy
358,552
+227,918
+174% +$7.96M 0.56% 46
2015
Q1 		$4.26M Buy
130,634
+12,586
+11% +$415K 0.27% 104
2014
Q4 		$3.66M Buy
118,048
+4,290
+4% +$131K 0.25% 108
2014
Q3 		$3.5M Sell
113,758
-90,082
-44% -$2.89M 0.26% 106
2014
Q2 		$6.69M Sell
203,840
-153,506
-43% -$4.93M 0.45% 72
2014
Q1 		$11.4M Buy
357,346
+49,190
+16% +$1.59M 0.81% 42
2013
Q4 		$9.73M Buy
308,156
+170,056
+123% +$5.07M 0.71% 52
2013
Q3 		$3.82M Hold
138,100
– – 0.48% 83
2013
Q2 		$3.25M Buy
+138,100
New +$3.12M 0.44% 92

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Calvert Investment Management's BT Position: Q1 2017 in Review

Calvert Investment Management sold out of BT Group plc (ADR) (BT) in Q1 2017, closing a stake of 13,470 shares — an estimated $310K sold.

Calvert Investment Management first reported a position in BT in Q2 2013 and held it in 15 quarters. The position peaked at $15.5M in Q4 2015. 151 funds tracked by Wall St. Rank hold BT as of Q1 2017.

  • Calvert Investment Management reported no remaining BT Group plc (ADR) position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 13,470 BT Group plc (ADR) shares in Q1 2017, an estimated $310K.
  • Calvert Investment Management first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's BT Group plc (ADR) position peaked at $15.5M in Q4 2015.
  • 151 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.