Claro Advisors’s BT Group plc (ADR) BT Stock Holding History

Claro Advisors’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	-1,570	Closed	-$23K	–	1085
2018 Q4	$23K	Buy	+1,570	New	+$25K	0.02%	514

Other funds holding BT

MIS

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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claro Advisors's BT Position: Q1 2019 in Review

Claro Advisors sold out of BT Group plc (ADR) (BT) in Q1 2019, closing a stake of 1,570 shares — an estimated $23K sold.

Claro Advisors first reported a position in BT in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 165 funds tracked by Wall St. Rank hold BT as of Q1 2019.

Claro Advisors reported no remaining BT Group plc (ADR) position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 1,570 BT Group plc (ADR) shares in Q1 2019, an estimated $23K.
Claro Advisors first reported a position in BT Group plc (ADR) in Q4 2018 and held it in 1 quarter.
Claro Advisors's BT Group plc (ADR) position peaked at $23K in Q4 2018.
165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.