ECM
BT

ETrade Capital Management’s BT Group plc (ADR) BT Stock Holding History

ETrade Capital 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
Q1 		– Sell
-16,193
Closed -$246K – 883
2018
Q4 		$246K Sell
16,193
-1,802
-10% -$28.7K 0.01% 677
2018
Q3 		$266K Buy
17,995
+1,380
+8% +$20.5K 0.01% 726
2018
Q2 		$240K Buy
16,615
+864
+5% +$13.1K 0.01% 711
2018
Q1 		$255K Buy
15,751
+3,125
+25% +$53.7K 0.01% 670
2017
Q4 		$230K Sell
12,626
-1,044
-8% -$18.5K 0.01% 688
2017
Q3 		$263K Sell
13,670
-735
-5% -$14.4K 0.01% 605
2017
Q2 		$280K Sell
14,405
-574
-4% -$11.3K 0.01% 585
2017
Q1 		$301K Sell
14,979
-1,388
-8% -$29.1K 0.01% 524
2016
Q4 		$377K Buy
16,367
+703
+4% +$16.2K 0.02% 443
2016
Q3 		$398K Sell
15,664
-753
-5% -$19.7K 0.02% 412
2016
Q2 		$457K Sell
16,417
-855
-5% -$26.8K 0.02% 353
2016
Q1 		$554K Sell
17,272
-1,891
-10% -$63.3K 0.03% 318
2015
Q4 		$663K Sell
19,163
-1,619
-8% -$56.8K 0.04% 276
2015
Q3 		$663K Sell
20,782
-1,086
-5% -$37.4K 0.04% 250
2015
Q2 		$775K Buy
+21,868
New +$764K 0.05% 214

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

ETrade Capital Management's BT Position: Q1 2019 in Review

ETrade Capital Management sold out of BT Group plc (ADR) (BT) in Q1 2019, closing a stake of 16,193 shares — an estimated $246K sold.

ETrade Capital Management first reported a position in BT in Q2 2015 and held it in 15 quarters. The position peaked at $775K in Q2 2015. 165 funds tracked by Wall St. Rank hold BT as of Q1 2019.

  • ETrade Capital Management reported no remaining BT Group plc (ADR) position as of Q1 2019 after selling out during the quarter.
  • ETrade Capital Management sold 16,193 BT Group plc (ADR) shares in Q1 2019, an estimated $246K.
  • ETrade Capital Management first reported a position in BT Group plc (ADR) in Q2 2015 and held it in 15 quarters.
  • ETrade Capital Management's BT Group plc (ADR) position peaked at $775K in Q2 2015.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2019.

Based on ETrade Capital Management's 13F filing for Q1 2019, filed 13 May 2019.