EWM
BT

Evercore Wealth Management’s BT Group plc (ADR) BT Stock Holding History

Evercore Wealth 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
2015
Q4 		– Sell
-790
Closed -$25K – 1089
2015
Q3 		$25K Hold
790
– – ﹤0.01% 697
2015
Q2 		$28K Hold
790
– – ﹤0.01% 731
2015
Q1 		$26K Buy
+790
New +$26.1K ﹤0.01% 743
2013
Q4 		– Sell
-188
Closed -$5K – 1011
2013
Q3 		$5K Buy
+188
New +$4.9K ﹤0.01% 865

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's BT Position: Q4 2015 in Review

Evercore Wealth Management sold out of BT Group plc (ADR) (BT) in Q4 2015, closing a stake of 790 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in BT in Q3 2013 and held it in 4 quarters. The position peaked at $28K in Q2 2015. 165 funds tracked by Wall St. Rank hold BT as of Q4 2015.

  • Evercore Wealth Management reported no remaining BT Group plc (ADR) position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 790 BT Group plc (ADR) shares in Q4 2015, an estimated $25K.
  • Evercore Wealth Management first reported a position in BT Group plc (ADR) in Q3 2013 and held it in 4 quarters.
  • Evercore Wealth Management's BT Group plc (ADR) position peaked at $28K in Q2 2015.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.