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BT

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

FDx 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
Q3 		– Sell
-94,880
Closed -$1.21M – 855
2019
Q2 		$1.21M Buy
94,880
+7,185
+8% +$99.8K 0.05% 279
2019
Q1 		$1.3M Buy
+87,695
New +$1.31M 0.05% 242
2018
Q4 		– Sell
-38,837
Closed -$574K – 884
2018
Q3 		$574K Sell
38,837
-2,914
-7% -$43.2K 0.02% 483
2018
Q2 		$604K Buy
41,751
+31,185
+295% +$474K 0.02% 490
2018
Q1 		$171K Sell
10,566
-1,982
-16% -$34K 0.01% 1133
2017
Q4 		$229K Buy
12,548
+434
+4% +$7.68K 0.01% 1143
2017
Q3 		$233K Buy
+12,114
New +$237K 0.01% 1152
2016
Q4 		– Sell
-8,808
Closed -$224K – 1169
2016
Q3 		$224K Sell
8,808
-214
-2% -$5.61K 0.01% 851
2016
Q2 		$251K Buy
+9,022
New +$283K 0.01% 790
2015
Q2 		– Sell
-33,000
Closed -$1.07M – 1049
2015
Q1 		$1.07M Sell
33,000
-27,282
-45% -$900K 0.02% 567
2014
Q4 		$1.87M Buy
60,282
+4,632
+8% +$142K 0.11% 168
2014
Q3 		$1.71M Buy
55,650
+7,110
+15% +$228K 0.11% 182
2014
Q2 		$1.59M Buy
+48,540
New +$1.56M 0.1% 211

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

FDx Advisors's BT Position: Q3 2019 in Review

FDx Advisors sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 94,880 shares — an estimated $1.21M sold.

FDx Advisors first reported a position in BT in Q2 2014 and held it in 13 quarters. The position peaked at $1.87M in Q4 2014. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • FDx Advisors reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • FDx Advisors sold 94,880 BT Group plc (ADR) shares in Q3 2019, an estimated $1.21M.
  • FDx Advisors first reported a position in BT Group plc (ADR) in Q2 2014 and held it in 13 quarters.
  • FDx Advisors's BT Group plc (ADR) position peaked at $1.87M in Q4 2014.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.