CWS
BT

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

Cypress Wealth 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
2019
Q3 		– Sell
-10,959
Closed -$140K – 276
2019
Q2 		$140K Buy
+10,959
New +$152K 0.04% 252

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Cypress Wealth Services's BT Position: Q3 2019 in Review

Cypress Wealth Services sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 10,959 shares — an estimated $140K sold.

Cypress Wealth Services first reported a position in BT in Q2 2019 and held it in 1 quarter. The position peaked at $140K in Q2 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Cypress Wealth Services reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 10,959 BT Group plc (ADR) shares in Q3 2019, an estimated $140K.
  • Cypress Wealth Services first reported a position in BT Group plc (ADR) in Q2 2019 and held it in 1 quarter.
  • Cypress Wealth Services's BT Group plc (ADR) position peaked at $140K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.