FPFS
BT

First Personal Financial Services’s BT Group plc (ADR) BT Stock Holding History

First Personal Financial 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
2015
Q4 		– Sell
-28
Closed -$1K – 517
2015
Q3 		$1K Hold
28
– – ﹤0.01% 461
2015
Q2 		$1K Hold
28
– – ﹤0.01% 458
2015
Q1 		$1K Hold
28
– – ﹤0.01% 560
2014
Q4 		$0 Buy
+28
New +$856 ﹤0.01% 535

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's BT Position: Q4 2015 in Review

First Personal Financial Services sold out of BT Group plc (ADR) (BT) in Q4 2015, closing a stake of 28 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in BT in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 165 funds tracked by Wall St. Rank hold BT as of Q4 2015.

  • First Personal Financial Services reported no remaining BT Group plc (ADR) position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 28 BT Group plc (ADR) shares in Q4 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in BT Group plc (ADR) in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's BT Group plc (ADR) position peaked at $1K in Q3 2015.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.