FCM
BT

Forester Capital Management’s BT Group plc (ADR) BT Stock Holding History

Forester Capital Management’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
2016
Q2 		– Sell
-2,800
Closed -$91K – 60
2016
Q1 		$91K Hold
2,800
– – 0.08% 56
2015
Q4 		$97K Hold
2,800
– – 0.09% 51
2015
Q3 		$89K Hold
2,800
– – 0.08% 52
2015
Q2 		$99K Hold
2,800
– – 0.08% 50
2015
Q1 		$91K Hold
2,800
– – 0.07% 53
2014
Q4 		$87K Hold
2,800
– – 0.07% 53
2014
Q3 		$86K Buy
+2,800
New +$90K 0.07% 54

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Forester Capital Management's BT Position: Q2 2016 in Review

Forester Capital Management sold out of BT Group plc (ADR) (BT) in Q2 2016, closing a stake of 2,800 shares — an estimated $91K sold.

Forester Capital Management first reported a position in BT in Q3 2014 and held it in 7 quarters. The position peaked at $99K in Q2 2015. 164 funds tracked by Wall St. Rank hold BT as of Q2 2016.

  • Forester Capital Management reported no remaining BT Group plc (ADR) position as of Q2 2016 after selling out during the quarter.
  • Forester Capital Management sold 2,800 BT Group plc (ADR) shares in Q2 2016, an estimated $91K.
  • Forester Capital Management first reported a position in BT Group plc (ADR) in Q3 2014 and held it in 7 quarters.
  • Forester Capital Management's BT Group plc (ADR) position peaked at $99K in Q2 2015.
  • 164 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2016.

Based on Forester Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.