FMT
BT

First Mercantile Trust’s BT Group plc (ADR) BT Stock Holding History

First Mercantile Trust’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
-15,200
Closed -$194K – 971
2019
Q2 		$194K Buy
15,200
+372
+3% +$5.17K 0.02% 457
2019
Q1 		$219K Sell
14,828
-1,785
-11% -$26.7K 0.05% 418
2018
Q4 		$253K Buy
+16,613
New +$265K 0.06% 359
2018
Q3 		– Sell
-24,362
Closed -$352K – 969
2018
Q2 		$352K Hold
24,362
– – 0.07% 334
2018
Q1 		$394K Sell
24,362
-911
-4% -$15.6K 0.08% 300
2017
Q4 		$460K Buy
+25,273
New +$447K 0.09% 275
2017
Q3 		– Sell
-29,918
Closed -$581K – 845
2017
Q2 		$581K Buy
+29,918
New +$590K 0.1% 244
2017
Q1 		– Sell
-39,754
Closed -$916K – 878
2016
Q4 		$916K Sell
39,754
-7,225
-15% -$167K 0.14% 177
2016
Q3 		$1.2M Buy
+46,979
New +$1.23M 0.16% 170

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

First Mercantile Trust's BT Position: Q3 2019 in Review

First Mercantile Trust sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 15,200 shares — an estimated $194K sold.

First Mercantile Trust first reported a position in BT in Q3 2016 and held it in 9 quarters. The position peaked at $1.2M in Q3 2016. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • First Mercantile Trust reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • First Mercantile Trust sold 15,200 BT Group plc (ADR) shares in Q3 2019, an estimated $194K.
  • First Mercantile Trust first reported a position in BT Group plc (ADR) in Q3 2016 and held it in 9 quarters.
  • First Mercantile Trust's BT Group plc (ADR) position peaked at $1.2M in Q3 2016.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on First Mercantile Trust's 13F filing for Q3 2019, filed 1 Nov 2019.