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

Checchi Capital Advisers’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	-10,782	Closed	-$164K	–	431
2018 Q4	$164K	Buy	+10,782	New	+$172K	0.02%	351
2016 Q4	–	Sell	-9,226	Closed	-$235K	–	408
2016 Q3	$235K	Sell	9,226 -445	-5%	-$11.7K	0.03%	327
2016 Q2	$269K	Sell	9,671 -557	-5%	-$17.5K	0.03%	262
2016 Q1	$328K	Sell	10,228 -237	-2%	-$7.94K	0.07%	225
2015 Q4	$362K	Buy	10,465 +697	+7%	+$24.5K	0.09%	199
2015 Q3	$311K	Buy	9,768 +874	+10%	+$30.1K	0.08%	206
2015 Q2	$315K	Buy	8,894 +1,382	+18%	+$48.3K	0.08%	214
2015 Q1	$245K	Buy	7,512 +1,010	+16%	+$33.3K	0.07%	274
2014 Q4	$202K	Buy	+6,502	New	+$199K	0.08%	295
2014 Q3	–	Sell	-6,320	Closed	-$207K	–	292
2014 Q2	$207K	Buy	+6,320	New	+$203K	0.09%	227

Other funds holding BT

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Checchi Capital Advisers's BT Position: Q1 2019 in Review

Checchi Capital Advisers sold out of BT Group plc (ADR) (BT) in Q1 2019, closing a stake of 10,782 shares — an estimated $164K sold.

Checchi Capital Advisers first reported a position in BT in Q2 2014 and held it in 10 quarters. The position peaked at $362K in Q4 2015. 165 funds tracked by Wall St. Rank hold BT as of Q1 2019.

Checchi Capital Advisers reported no remaining BT Group plc (ADR) position as of Q1 2019 after selling out during the quarter.
Checchi Capital Advisers sold 10,782 BT Group plc (ADR) shares in Q1 2019, an estimated $164K.
Checchi Capital Advisers first reported a position in BT Group plc (ADR) in Q2 2014 and held it in 10 quarters.
Checchi Capital Advisers's BT Group plc (ADR) position peaked at $362K in Q4 2015.
165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2019.

Based on Checchi Capital Advisers's 13F filing for Q1 2019, filed 9 May 2019.