CWA
BT

Cypress Wealth Advisors’s BT Group plc (ADR) BT Stock Holding History

Cypress Wealth Advisors’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
Q2 		– Sell
-6,769
Closed -$217K – 208
2016
Q1 		$217K Buy
6,769
+11
+0.2% +$368 0.1% 171
2015
Q4 		$234K Buy
6,758
+320
+5% +$11.2K 0.12% 154
2015
Q3 		$205K Buy
+6,438
New +$222K 0.11% 169

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Cypress Wealth Advisors's BT Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of BT Group plc (ADR) (BT) in Q2 2016, closing a stake of 6,769 shares — an estimated $217K sold.

Cypress Wealth Advisors first reported a position in BT in Q3 2015 and held it in 3 quarters. The position peaked at $234K in Q4 2015. 164 funds tracked by Wall St. Rank hold BT as of Q2 2016.

  • Cypress Wealth Advisors reported no remaining BT Group plc (ADR) position as of Q2 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,769 BT Group plc (ADR) shares in Q2 2016, an estimated $217K.
  • Cypress Wealth Advisors first reported a position in BT Group plc (ADR) in Q3 2015 and held it in 3 quarters.
  • Cypress Wealth Advisors's BT Group plc (ADR) position peaked at $234K in Q4 2015.
  • 164 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.