Creative Planning
BT

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

Creative Planning’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
Q3 		– Sell
-6,750
Closed -$131K – 4280
2017
Q2 		$131K Buy
6,750
+377
+6% +$7.43K ﹤0.01% 1790
2017
Q1 		$128K Sell
6,373
-839
-12% -$17.6K ﹤0.01% 1794
2016
Q4 		$166K Sell
7,212
-80
-1% -$1.85K ﹤0.01% 1515
2016
Q3 		$185K Buy
7,292
+650
+10% +$17K ﹤0.01% 1445
2016
Q2 		$185K Buy
6,642
+5,300
+395% +$166K ﹤0.01% 1296
2016
Q1 		$43K Hold
1,342
– – ﹤0.01% 2213
2015
Q4 		$46K Sell
1,342
-500
-27% -$17.5K ﹤0.01% 2188
2015
Q3 		$59K Buy
+1,842
New +$63.5K ﹤0.01% 1930
2015
Q2 		– Sell
-2,124
Closed -$69K – 3525
2015
Q1 		$69K Sell
2,124
-522
-20% -$17.2K ﹤0.01% 1789
2014
Q4 		$82K Buy
2,646
+1,024
+63% +$31.3K ﹤0.01% 1662
2014
Q3 		$50K Sell
1,622
-214
-12% -$6.88K ﹤0.01% 1934
2014
Q2 		$60K Buy
1,836
+14
+0.8% +$450 ﹤0.01% 1760
2014
Q1 		$58K Sell
1,822
-1,000
-35% -$32.4K ﹤0.01% 1713
2013
Q4 		$89K Buy
2,822
+500
+22% +$14.9K ﹤0.01% 1269
2013
Q3 		$64K Sell
2,322
-216
-9% -$5.63K ﹤0.01% 1372
2013
Q2 		$60K Buy
+2,538
New +$57.4K ﹤0.01% 1286

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Creative Planning's BT Position: Q3 2017 in Review

Creative Planning sold out of BT Group plc (ADR) (BT) in Q3 2017, closing a stake of 6,750 shares — an estimated $131K sold.

Creative Planning first reported a position in BT in Q2 2013 and held it in 16 quarters. The position peaked at $185K in Q3 2016. 136 funds tracked by Wall St. Rank hold BT as of Q3 2017.

  • Creative Planning reported no remaining BT Group plc (ADR) position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,750 BT Group plc (ADR) shares in Q3 2017, an estimated $131K.
  • Creative Planning first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 16 quarters.
  • Creative Planning's BT Group plc (ADR) position peaked at $185K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.