Carson Wealth (CWM LLC)
BT

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

Carson Wealth (CWM 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
Q1 		– Sell
-48
Closed -$1K – 3459
2018
Q4 		$1K Buy
+48
New +$764 ﹤0.01% 2056
2018
Q1 		– Sell
-34
Closed -$1K – 1600
2017
Q4 		$1K Hold
34
– – ﹤0.01% 1430
2017
Q3 		$1K Buy
+34
New +$664 ﹤0.01% 1444

Other funds holding BT

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BT Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of BT Group plc (ADR) (BT) in Q1 2019, closing a stake of 48 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BT in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 165 funds tracked by Wall St. Rank hold BT as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining BT Group plc (ADR) position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 48 BT Group plc (ADR) shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in BT Group plc (ADR) in Q3 2017 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s BT Group plc (ADR) position peaked at $1K in Q4 2018.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.