Dimensional Fund Advisors
BT

Dimensional Fund Advisors’s BT Group plc (ADR) BT Stock Holding History

Dimensional Fund 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
2019
Q3 		– Sell
-429,137
Closed -$5.48M – 3477
2019
Q2 		$5.48M Hold
429,137
– – ﹤0.01% 2610
2019
Q1 		$6.35M Sell
429,137
-4,610
-1% -$69K ﹤0.01% 2571
2018
Q4 		$6.59M Hold
433,747
– – ﹤0.01% 2514
2018
Q3 		$6.41M Buy
433,747
+1,999
+0.5% +$29.6K ﹤0.01% 2608
2018
Q2 		$6.24M Hold
431,748
– – ﹤0.01% 2593
2018
Q1 		$6.98M Sell
431,748
-966
-0.2% -$16.6K ﹤0.01% 2505
2017
Q4 		$7.88M Sell
432,714
-368
-0.1% -$6.51K ﹤0.01% 2459
2017
Q3 		$8.33M Sell
433,082
-2,404
-0.6% -$47K ﹤0.01% 2442
2017
Q2 		$8.45M Hold
435,486
– – ﹤0.01% 2424
2017
Q1 		$8.75M Sell
435,486
-1,895
-0.4% -$39.7K ﹤0.01% 2370
2016
Q4 		$10.1M Sell
437,381
-250
-0.1% -$5.78K 0.01% 2301
2016
Q3 		$11.1M Sell
437,631
-751
-0.2% -$19.7K 0.01% 2198
2016
Q2 		$12.2M Buy
438,382
+982
+0.2% +$30.8K 0.01% 2134
2016
Q1 		$14M Buy
437,400
+1,446
+0.3% +$48.4K 0.01% 2049
2015
Q4 		$15.1M Hold
435,954
– – 0.01% 1989
2015
Q3 		$13.9M Buy
435,954
+1,200
+0.3% +$41.4K 0.01% 2017
2015
Q2 		$15.4M Sell
434,754
-128
-0% -$4.47K 0.01% 2039
2015
Q1 		$14.2M Buy
434,882
+908
+0.2% +$30K 0.01% 2052
2014
Q4 		$13.5M Sell
433,974
-470
-0.1% -$14.4K 0.01% 2069
2014
Q3 		$13.4M Sell
434,444
-1,200
-0.3% -$38.6K 0.01% 1977
2014
Q2 		$14.3M Sell
435,644
-7,160
-2% -$230K 0.01% 1947
2014
Q1 		$14.1M Sell
442,804
-7,634
-2% -$247K 0.01% 1900
2013
Q4 		$14.2M Sell
450,438
-720
-0.2% -$21.5K 0.01% 1874
2013
Q3 		$12.5M Sell
451,158
-10,768
-2% -$281K 0.01% 1909
2013
Q2 		$10.9M Buy
+461,926
New +$10.5M 0.01% 1918

Other funds holding BT

Aperio Group
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Dimensional Fund Advisors's BT Position: Q3 2019 in Review

Dimensional Fund Advisors sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 429,137 shares — an estimated $5.48M sold.

Dimensional Fund Advisors first reported a position in BT in Q2 2013 and held it in 25 quarters. The position peaked at $15.4M in Q2 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Dimensional Fund Advisors reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Dimensional Fund Advisors sold 429,137 BT Group plc (ADR) shares in Q3 2019, an estimated $5.48M.
  • Dimensional Fund Advisors first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 25 quarters.
  • Dimensional Fund Advisors's BT Group plc (ADR) position peaked at $15.4M in Q2 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Dimensional Fund Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.