Commonwealth Equity Services
BT

Commonwealth Equity Services’s BT Group plc (ADR) BT Stock Holding History

Commonwealth Equity Services’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
2016
Q3 		– Sell
-15,885
Closed -$442K – 2327
2016
Q2 		$442K Buy
15,885
+1,247
+9% +$39.2K ﹤0.01% 1439
2016
Q1 		$470K Buy
14,638
+1,365
+10% +$45.7K ﹤0.01% 1353
2015
Q4 		$459K Buy
13,273
+83
+0.6% +$2.91K ﹤0.01% 1325
2015
Q3 		$420K Buy
13,190
+1,340
+11% +$46.2K ﹤0.01% 1341
2015
Q2 		$420K Buy
11,850
+1,332
+13% +$46.5K ﹤0.01% 1437
2015
Q1 		$343K Buy
10,518
+2,736
+35% +$90.3K ﹤0.01% 1551
2014
Q4 		$241K Buy
7,782
+102
+1% +$3.12K ﹤0.01% 1713
2014
Q3 		$236K Buy
+7,680
New +$247K ﹤0.01% 1722

Other funds holding BT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Commonwealth Equity Services's BT Position: Q3 2016 in Review

Commonwealth Equity Services sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 15,885 shares — an estimated $442K sold.

Commonwealth Equity Services first reported a position in BT in Q3 2014 and held it in 8 quarters. The position peaked at $470K in Q1 2016. 147 funds tracked by Wall St. Rank hold BT as of Q3 2016.

  • Commonwealth Equity Services reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,885 BT Group plc (ADR) shares in Q3 2016, an estimated $442K.
  • Commonwealth Equity Services first reported a position in BT Group plc (ADR) in Q3 2014 and held it in 8 quarters.
  • Commonwealth Equity Services's BT Group plc (ADR) position peaked at $470K in Q1 2016.
  • 147 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on Commonwealth Equity Services's 13F filing for Q3 2016, filed 25 Oct 2016.