DWA
BT

Douglass Winthrop Advisors’s BT Group plc (ADR) BT Stock Holding History

Douglass Winthrop 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
2015
Q4 		– Sell
-6,706
Closed -$214K – 247
2015
Q3 		$214K Hold
6,706
– – 0.02% 221
2015
Q2 		$219K Hold
6,706
– – 0.02% 240
2015
Q1 		$219K Hold
6,706
– – 0.02% 240
2014
Q4 		$208K Hold
6,706
– – 0.02% 202
2014
Q3 		$206K Hold
6,706
– – 0.02% 189
2014
Q2 		$220K Hold
6,706
– – 0.02% 177
2014
Q1 		$214K Hold
6,706
– – 0.02% 179
2013
Q4 		$212K Buy
+6,706
New +$200K 0.02% 178

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Douglass Winthrop Advisors's BT Position: Q4 2015 in Review

Douglass Winthrop Advisors sold out of BT Group plc (ADR) (BT) in Q4 2015, closing a stake of 6,706 shares — an estimated $214K sold.

Douglass Winthrop Advisors first reported a position in BT in Q4 2013 and held it in 8 quarters. The position peaked at $220K in Q2 2014. 165 funds tracked by Wall St. Rank hold BT as of Q4 2015.

  • Douglass Winthrop Advisors reported no remaining BT Group plc (ADR) position as of Q4 2015 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 6,706 BT Group plc (ADR) shares in Q4 2015, an estimated $214K.
  • Douglass Winthrop Advisors first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 8 quarters.
  • Douglass Winthrop Advisors's BT Group plc (ADR) position peaked at $220K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2015.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2015, filed 25 Jan 2016.