EP Wealth Advisors’s BT Group plc (ADR) BT Stock Holding History

EP Wealth 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 Q2	–	Sell	-42,934	Closed	-$635K	–	348
2019 Q1	$635K	Buy	+42,934	New	+$643K	0.06%	148

Other funds holding BT

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

EP Wealth Advisors's BT Position: Q2 2019 in Review

EP Wealth Advisors sold out of BT Group plc (ADR) (BT) in Q2 2019, closing a stake of 42,934 shares — an estimated $635K sold.

EP Wealth Advisors first reported a position in BT in Q1 2019 and held it in 1 quarter. The position peaked at $635K in Q1 2019. 148 funds tracked by Wall St. Rank hold BT as of Q2 2019.

EP Wealth Advisors reported no remaining BT Group plc (ADR) position as of Q2 2019 after selling out during the quarter.
EP Wealth Advisors sold 42,934 BT Group plc (ADR) shares in Q2 2019, an estimated $635K.
EP Wealth Advisors first reported a position in BT Group plc (ADR) in Q1 2019 and held it in 1 quarter.
EP Wealth Advisors's BT Group plc (ADR) position peaked at $635K in Q1 2019.
148 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2019.

Based on EP Wealth Advisors's 13F filing for Q2 2019, filed 27 Aug 2019.