EWM
BT

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

Evermay 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
2016
Q3 		– Sell
-27,190
Closed -$757K – 80
2016
Q2 		$757K Buy
+27,190
New +$854K 0.4% 24

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Evermay Wealth Management's BT Position: Q3 2016 in Review

Evermay Wealth Management sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 27,190 shares — an estimated $757K sold.

Evermay Wealth Management first reported a position in BT in Q2 2016 and held it in 1 quarter. The position peaked at $757K in Q2 2016. 147 funds tracked by Wall St. Rank hold BT as of Q3 2016.

  • Evermay Wealth Management reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
  • Evermay Wealth Management sold 27,190 BT Group plc (ADR) shares in Q3 2016, an estimated $757K.
  • Evermay Wealth Management first reported a position in BT Group plc (ADR) in Q2 2016 and held it in 1 quarter.
  • Evermay Wealth Management's BT Group plc (ADR) position peaked at $757K in Q2 2016.
  • 147 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on Evermay Wealth Management's 13F filing for Q3 2016, filed 1 Nov 2016.