FANJ
BT

Financial Architects (New Jersey)’s BT Group plc (ADR) BT Stock Holding History

Financial Architects (New Jersey)’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
-1,600
Closed -$20K – 1246
2019
Q2 		$20K Hold
1,600
– – ﹤0.01% 720
2019
Q1 		$24K Hold
1,600
– – ﹤0.01% 838
2018
Q4 		$24K Hold
1,600
– – ﹤0.01% 766
2018
Q3 		$24K Hold
1,600
– – ﹤0.01% 879
2018
Q2 		$23K Buy
+1,600
New +$24.3K ﹤0.01% 780
2018
Q1 		– Sell
-1,600
Closed -$29K – 1656
2017
Q4 		$29K Hold
1,600
– – ﹤0.01% 869
2017
Q3 		$31K Hold
1,600
– – 0.01% 838
2017
Q2 		$31K Hold
1,600
– – 0.01% 837
2017
Q1 		$32K Hold
1,600
– – 0.01% 802
2016
Q4 		$37K Hold
1,600
– – 0.01% 665
2016
Q3 		$41K Hold
1,600
– – 0.01% 638
2016
Q2 		$45K Hold
1,600
– – 0.01% 557
2016
Q1 		$51K Buy
+1,600
New +$53.6K 0.02% 398
2015
Q3 		– Sell
-1,600
Closed -$57K – 1063
2015
Q2 		$57K Buy
+1,600
New +$55.9K 0.02% 411

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

Financial Architects (New Jersey)'s BT Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 1,600 shares — an estimated $20K sold.

Financial Architects (New Jersey) first reported a position in BT in Q2 2015 and held it in 14 quarters. The position peaked at $57K in Q2 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,600 BT Group plc (ADR) shares in Q3 2019, an estimated $20K.
  • Financial Architects (New Jersey) first reported a position in BT Group plc (ADR) in Q2 2015 and held it in 14 quarters.
  • Financial Architects (New Jersey)'s BT Group plc (ADR) position peaked at $57K in Q2 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.