CFA
BT

Carroll Financial Associates’s BT Group plc (ADR) BT Stock Holding History

Carroll Financial 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
2019
Q3 		– Sell
-1,600
Closed -$20K – 1815
2019
Q2 		$20K Hold
1,600
– – ﹤0.01% 835
2019
Q1 		$23K Hold
1,600
– – ﹤0.01% 719
2018
Q4 		$24K Hold
1,600
– – ﹤0.01% 631
2018
Q3 		$23K Hold
1,600
– – ﹤0.01% 673
2018
Q2 		$23K Hold
1,600
– – ﹤0.01% 645
2018
Q1 		$25K Hold
1,600
– – ﹤0.01% 620
2017
Q4 		$29K Hold
1,600
– – ﹤0.01% 584
2017
Q3 		$29K Hold
1,600
– – ﹤0.01% 583
2017
Q2 		$31K Hold
1,600
– – ﹤0.01% 593
2017
Q1 		$32K Hold
1,600
– – ﹤0.01% 560
2016
Q4 		$36K Hold
1,600
– – 0.01% 520
2016
Q3 		$40K Hold
1,600
– – 0.01% 501
2016
Q2 		$44K Hold
1,600
– – 0.01% 471
2016
Q1 		$51K Hold
1,600
– – 0.01% 425
2015
Q4 		$55K Hold
1,600
– – 0.01% 385
2015
Q3 		$53K Buy
+1,600
New +$55.2K 0.01% 379

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

Carroll Financial Associates's BT Position: Q3 2019 in Review

Carroll Financial Associates sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 1,600 shares — an estimated $20K sold.

Carroll Financial Associates first reported a position in BT in Q3 2015 and held it in 16 quarters. The position peaked at $55K in Q4 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Carroll Financial Associates reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 1,600 BT Group plc (ADR) shares in Q3 2019, an estimated $20K.
  • Carroll Financial Associates first reported a position in BT Group plc (ADR) in Q3 2015 and held it in 16 quarters.
  • Carroll Financial Associates's BT Group plc (ADR) position peaked at $55K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.