CYG
BT

Clean Yield Group’s BT Group plc (ADR) BT Stock Holding History

Clean Yield Group’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
Q2 		– Sell
-1,240
Closed -$25K – 285
2017
Q1 		$25K Buy
+1,240
New +$26K 0.01% 240
2016
Q4 		– Sell
-1,240
Closed -$32K – 296
2016
Q3 		$32K Buy
1,240
+480
+63% +$12.6K 0.01% 221
2016
Q2 		$21K Hold
760
– – 0.01% 228
2016
Q1 		$24K Buy
+760
New +$25.4K 0.01% 223
2015
Q2 		– Sell
-760
Closed -$25K – 322
2015
Q1 		$25K Buy
+760
New +$25.1K 0.01% 245

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clean Yield Group's BT Position: Q2 2017 in Review

Clean Yield Group sold out of BT Group plc (ADR) (BT) in Q2 2017, closing a stake of 1,240 shares — an estimated $25K sold.

Clean Yield Group first reported a position in BT in Q1 2015 and held it in 5 quarters. The position peaked at $32K in Q3 2016. 137 funds tracked by Wall St. Rank hold BT as of Q2 2017.

  • Clean Yield Group reported no remaining BT Group plc (ADR) position as of Q2 2017 after selling out during the quarter.
  • Clean Yield Group sold 1,240 BT Group plc (ADR) shares in Q2 2017, an estimated $25K.
  • Clean Yield Group first reported a position in BT Group plc (ADR) in Q1 2015 and held it in 5 quarters.
  • Clean Yield Group's BT Group plc (ADR) position peaked at $32K in Q3 2016.
  • 137 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2017.

Based on Clean Yield Group's 13F filing for Q2 2017, filed 17 Jul 2017.