Envestnet Asset Management
BT

Envestnet Asset Management’s BT Group plc (ADR) BT Stock Holding History

Envestnet Asset 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
-174,622
Closed -$2.23M – 3210
2019
Q2 		$2.23M Buy
174,622
+16,014
+10% +$222K ﹤0.01% 1497
2019
Q1 		$2.35M Buy
158,608
+80,294
+103% +$1.2M ﹤0.01% 1398
2018
Q4 		$1.19M Buy
+78,314
New +$1.25M ﹤0.01% 1628
2018
Q3 		– Sell
-7,400
Closed -$107K – 3022
2018
Q2 		$107K Sell
7,400
-24,798
-77% -$377K ﹤0.01% 1961
2018
Q1 		$521K Buy
32,198
+2,226
+7% +$38.2K ﹤0.01% 1194
2017
Q4 		$546K Sell
29,972
-2,963
-9% -$52.4K ﹤0.01% 1447
2017
Q3 		$635K Sell
32,935
-6,025
-15% -$118K ﹤0.01% 1354
2017
Q2 		$758K Sell
38,960
-21,406
-35% -$422K ﹤0.01% 1307
2017
Q1 		$1.21M Sell
60,366
-12,682
-17% -$266K ﹤0.01% 1133
2016
Q4 		$1.68M Buy
73,048
+525
+0.7% +$12.1K 0.01% 993
2016
Q3 		$1.84M Sell
72,523
-109,772
-60% -$2.88M 0.01% 991
2016
Q2 		$5.08M Sell
182,295
-141,373
-44% -$4.44M 0.02% 612
2016
Q1 		$10.4M Buy
323,668
+79,870
+33% +$2.67M 0.04% 340
2015
Q4 		$8.44M Buy
243,798
+14,444
+6% +$507K 0.04% 404
2015
Q3 		$7.31M Buy
229,354
+12,144
+6% +$419K 0.04% 426
2015
Q2 		$7.7M Buy
217,210
+14,624
+7% +$511K 0.04% 459
2015
Q1 		$6.6M Buy
202,586
+115,558
+133% +$3.81M 0.03% 472
2014
Q4 		$2.7M Buy
87,028
+11,454
+15% +$350K 0.03% 325
2014
Q3 		$2.32M Buy
75,574
+22,190
+42% +$713K 0.02% 366
2014
Q2 		$1.75M Buy
53,384
+39,530
+285% +$1.27M 0.02% 398
2014
Q1 		$442K Buy
13,854
+9,748
+237% +$316K ﹤0.01% 686
2013
Q4 		$130K Buy
4,106
+128
+3% +$3.82K ﹤0.01% 938
2013
Q3 		$110K Buy
3,978
+130
+3% +$3.39K ﹤0.01% 952
2013
Q2 		$90K Buy
+3,848
New +$87.1K ﹤0.01% 1015

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

Envestnet Asset Management's BT Position: Q3 2019 in Review

Envestnet Asset Management sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 174,622 shares — an estimated $2.23M sold.

Envestnet Asset Management first reported a position in BT in Q2 2013 and held it in 24 quarters. The position peaked at $10.4M in Q1 2016. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Envestnet Asset Management reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 174,622 BT Group plc (ADR) shares in Q3 2019, an estimated $2.23M.
  • Envestnet Asset Management first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 24 quarters.
  • Envestnet Asset Management's BT Group plc (ADR) position peaked at $10.4M in Q1 2016.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Envestnet Asset Management's 13F filing for Q3 2019, filed 17 Oct 2019.