Elkfork Partners’s BT Group plc (ADR) BT Stock Holding History

Elkfork Partners’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
2018 Q4	–	Sell	-11,726	Closed	-$173K	–	1080
2018 Q3	$173K	Hold	11,726	–	–	﹤0.01%	881
2018 Q2	$170K	Hold	11,726	–	–	﹤0.01%	837
2018 Q1	$190K	Hold	11,726	–	–	0.01%	810
2017 Q4	$214K	Hold	11,726	–	–	0.01%	772
2017 Q3	$226K	Hold	11,726	–	–	0.01%	706
2017 Q2	$228K	Hold	11,726	–	–	0.01%	658
2017 Q1	$236K	Hold	11,726	–	–	0.01%	561
2016 Q4	$270K	Buy	+11,726	New	+$271K	0.01%	523

Other funds holding BT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elkfork Partners's BT Position: Q4 2018 in Review

Elkfork Partners sold out of BT Group plc (ADR) (BT) in Q4 2018, closing a stake of 11,726 shares — an estimated $173K sold.

Elkfork Partners first reported a position in BT in Q4 2016 and held it in 8 quarters. The position peaked at $270K in Q4 2016. 157 funds tracked by Wall St. Rank hold BT as of Q4 2018.

Elkfork Partners reported no remaining BT Group plc (ADR) position as of Q4 2018 after selling out during the quarter.
Elkfork Partners sold 11,726 BT Group plc (ADR) shares in Q4 2018, an estimated $173K.
Elkfork Partners first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 8 quarters.
Elkfork Partners's BT Group plc (ADR) position peaked at $270K in Q4 2016.
157 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2018.

Based on Elkfork Partners's 13F filing for Q4 2018, filed 13 Feb 2019.