EIC
BT

Equity Investment Corp’s BT Group plc (ADR) BT Stock Holding History

Equity Investment Corp’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
-25,200
Closed -$322K – 64
2019
Q2 		$322K Sell
25,200
-2,310
-8% -$32.1K 0.01% 49
2019
Q1 		$407K Buy
27,510
+570
+2% +$8.54K 0.01% 44
2018
Q4 		$409K Buy
26,940
+9,780
+57% +$156K 0.01% 49
2018
Q3 		$253K Sell
17,160
-18,190
-51% -$270K 0.01% 60
2018
Q2 		$511K Buy
35,350
+11,385
+48% +$173K 0.02% 47
2018
Q1 		$387K Buy
23,965
+3,450
+17% +$59.2K 0.01% 50
2017
Q4 		$374K Buy
+20,515
New +$363K 0.01% 50

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

Equity Investment Corp's BT Position: Q3 2019 in Review

Equity Investment Corp sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 25,200 shares — an estimated $322K sold.

Equity Investment Corp first reported a position in BT in Q4 2017 and held it in 7 quarters. The position peaked at $511K in Q2 2018. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Equity Investment Corp reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Equity Investment Corp sold 25,200 BT Group plc (ADR) shares in Q3 2019, an estimated $322K.
  • Equity Investment Corp first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 7 quarters.
  • Equity Investment Corp's BT Group plc (ADR) position peaked at $511K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Equity Investment Corp's 13F filing for Q3 2019, filed 12 Nov 2019.