CWM
BT

Concert Wealth Management’s BT Group plc (ADR) BT Stock Holding History

Concert Wealth Management’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
2014
Q3 		– Sell
-14,698
Closed -$468K – 587
2014
Q2 		$468K Buy
14,698
+152
+1% +$4.88K 0.06% 297
2014
Q1 		$456K Hold
14,546
– – 0.06% 292
2013
Q4 		$462K Buy
14,546
+200
+1% +$5.97K 0.06% 274
2013
Q3 		$402K Sell
14,346
-400
-3% -$10.4K 0.06% 297
2013
Q2 		$342K Buy
+14,746
New +$334K 0.05% 308

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concert Wealth Management's BT Position: Q3 2014 in Review

Concert Wealth Management sold out of BT Group plc (ADR) (BT) in Q3 2014, closing a stake of 14,698 shares — an estimated $468K sold.

Concert Wealth Management first reported a position in BT in Q2 2013 and held it in 5 quarters. The position peaked at $468K in Q2 2014. 149 funds tracked by Wall St. Rank hold BT as of Q3 2014.

  • Concert Wealth Management reported no remaining BT Group plc (ADR) position as of Q3 2014 after selling out during the quarter.
  • Concert Wealth Management sold 14,698 BT Group plc (ADR) shares in Q3 2014, an estimated $468K.
  • Concert Wealth Management first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 5 quarters.
  • Concert Wealth Management's BT Group plc (ADR) position peaked at $468K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2014.

Based on Concert Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.