DPIM
BT

Duff & Phelps Investment Management’s BT Group plc (ADR) BT Stock Holding History

Duff & Phelps Investment Management’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
-113,245
Closed -$1.45M – 240
2019
Q2 		$1.45M Sell
113,245
-183,704
-62% -$2.55M 0.02% 176
2019
Q1 		$4.39M Sell
296,949
-7,148
-2% -$107K 0.07% 133
2018
Q4 		$4.62M Sell
304,097
-16,994
-5% -$271K 0.08% 128
2018
Q3 		$4.74M Buy
321,091
+27,123
+9% +$402K 0.07% 139
2018
Q2 		$4.25M Buy
293,968
+56,092
+24% +$853K 0.06% 145
2018
Q1 		$3.86M Buy
237,876
+13,020
+6% +$224K 0.06% 144
2017
Q4 		$4.1M Buy
+224,856
New +$3.98M 0.06% 153

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

Duff & Phelps Investment Management's BT Position: Q3 2019 in Review

Duff & Phelps Investment Management sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 113,245 shares — an estimated $1.45M sold.

Duff & Phelps Investment Management first reported a position in BT in Q4 2017 and held it in 7 quarters. The position peaked at $4.74M in Q3 2018. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Duff & Phelps Investment Management reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 113,245 BT Group plc (ADR) shares in Q3 2019, an estimated $1.45M.
  • Duff & Phelps Investment Management first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 7 quarters.
  • Duff & Phelps Investment Management's BT Group plc (ADR) position peaked at $4.74M in Q3 2018.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2019, filed 16 Oct 2019.