First Allied Advisory Services’s BT Group plc (ADR) BT Stock Holding History

First Allied Advisory Services’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 Q1	–	Sell	-11,148	Closed	-$204K	–	1546
2017 Q4	$204K	Buy	+11,148	New	+$197K	0.01%	1049
2016 Q3	–	Sell	-8,074	Closed	-$225K	–	1124
2016 Q2	$225K	Buy	8,074 +474	+6%	+$14.9K	0.01%	889
2016 Q1	$246K	Buy	7,600 +32	+0.4%	+$1.07K	0.01%	822
2015 Q4	$262K	Buy	7,568 +82	+1%	+$2.88K	0.01%	835
2015 Q3	$238K	Sell	7,486 -324	-4%	-$11.2K	0.01%	842
2015 Q2	$275K	Buy	7,810 +1,320	+20%	+$46.1K	0.01%	860
2015 Q1	$212K	Buy	+6,490	New	+$214K	0.01%	940
2014 Q2	–	Sell	-8,630	Closed	-$273K	–	1086
2014 Q1	$273K	Sell	8,630 -66	-0.8%	-$2.14K	0.02%	761
2013 Q4	$273K	Sell	8,696 -772	-8%	-$23K	0.02%	704
2013 Q3	$261K	Sell	9,468 -8,826	-48%	-$230K	0.02%	787
2013 Q2	$431K	Buy	+18,294	New	+$414K	0.03%	541

Other funds holding BT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

First Allied Advisory Services's BT Position: Q1 2018 in Review

First Allied Advisory Services sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 11,148 shares — an estimated $204K sold.

First Allied Advisory Services first reported a position in BT in Q2 2013 and held it in 11 quarters. The position peaked at $431K in Q2 2013. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

First Allied Advisory Services reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 11,148 BT Group plc (ADR) shares in Q1 2018, an estimated $204K.
First Allied Advisory Services first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 11 quarters.
First Allied Advisory Services's BT Group plc (ADR) position peaked at $431K in Q2 2013.
159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.