Creative Financial Designs’s BT Group plc (ADR) BT Stock Holding History

Creative Financial Designs’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
2018 Q4	–	Sell	-102	Closed	-$2K	–	798
2018 Q3	$2K	Hold	102	–	–	﹤0.01%	669
2018 Q2	$1K	Hold	102	–	–	﹤0.01%	741
2018 Q1	$2K	Hold	102	–	–	﹤0.01%	633
2017 Q4	$2K	Hold	102	–	–	﹤0.01%	629
2017 Q3	$2K	Hold	102	–	–	﹤0.01%	660
2017 Q2	$2K	Hold	102	–	–	﹤0.01%	670
2017 Q1	$2K	Hold	102	–	–	﹤0.01%	627
2016 Q4	$2K	Buy	+102	New	+$2.36K	﹤0.01%	622

Other funds holding BT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

MIS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Creative Financial Designs's BT Position: Q4 2018 in Review

Creative Financial Designs sold out of BT Group plc (ADR) (BT) in Q4 2018, closing a stake of 102 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in BT in Q4 2016 and held it in 8 quarters. The position peaked at $2K in Q3 2018. 157 funds tracked by Wall St. Rank hold BT as of Q4 2018.

Creative Financial Designs reported no remaining BT Group plc (ADR) position as of Q4 2018 after selling out during the quarter.
Creative Financial Designs sold 102 BT Group plc (ADR) shares in Q4 2018, an estimated $2K.
Creative Financial Designs first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 8 quarters.
Creative Financial Designs's BT Group plc (ADR) position peaked at $2K in Q3 2018.
157 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2018.

Based on Creative Financial Designs's 13F filing for Q4 2018, filed 24 Jan 2019.