ECM
BT

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

Exchange 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
2018
Q2 		– Sell
-204
Closed -$3K – 276
2018
Q1 		$3K Buy
+204
New +$3.5K ﹤0.01% 232
2015
Q1 		– Sell
-148
Closed -$5K – 329
2014
Q4 		$5K Buy
+148
New +$4.52K ﹤0.01% 206

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Exchange Capital Management's BT Position: Q2 2018 in Review

Exchange Capital Management sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 204 shares — an estimated $3K sold.

Exchange Capital Management first reported a position in BT in Q4 2014 and held it in 2 quarters. The position peaked at $5K in Q4 2014. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • Exchange Capital Management reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • Exchange Capital Management sold 204 BT Group plc (ADR) shares in Q2 2018, an estimated $3K.
  • Exchange Capital Management first reported a position in BT Group plc (ADR) in Q4 2014 and held it in 2 quarters.
  • Exchange Capital Management's BT Group plc (ADR) position peaked at $5K in Q4 2014.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on Exchange Capital Management's 13F filing for Q2 2018, filed 1 Aug 2018.