EWA
BT

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

ERTS 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
Q1 		– Sell
-11,028
Closed -$168K – 332
2018
Q4 		$168K Buy
+11,028
New +$176K 0.12% 82

Other funds holding BT

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERTS Wealth Advisors's BT Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of BT Group plc (ADR) (BT) in Q1 2019, closing a stake of 11,028 shares — an estimated $168K sold.

ERTS Wealth Advisors first reported a position in BT in Q4 2018 and held it in 1 quarter. The position peaked at $168K in Q4 2018. 165 funds tracked by Wall St. Rank hold BT as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining BT Group plc (ADR) position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 11,028 BT Group plc (ADR) shares in Q1 2019, an estimated $168K.
  • ERTS Wealth Advisors first reported a position in BT Group plc (ADR) in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's BT Group plc (ADR) position peaked at $168K in Q4 2018.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.