FM
BT

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

Forward 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
2018
Q4 		– Sell
-8,234
Closed -$122K – 151
2018
Q3 		$122K Sell
8,234
-13,006
-61% -$193K 0.02% 131
2018
Q2 		$308K Sell
21,240
-862
-4% -$13.1K 0.05% 135
2018
Q1 		$357K Sell
22,102
-2,396
-10% -$41.1K 0.05% 150
2017
Q4 		$447K Sell
24,498
-822
-3% -$14.5K 0.05% 145
2017
Q3 		$488K Sell
25,320
-9,894
-28% -$193K 0.05% 137
2017
Q2 		$684K Sell
35,214
-6,958
-16% -$137K 0.06% 129
2017
Q1 		$847K Sell
42,172
-9,449
-18% -$198K 0.07% 116
2016
Q4 		$1.19M Sell
51,621
-3,763
-7% -$86.9K 0.08% 125
2016
Q3 		$1.41M Sell
55,384
-3,427
-6% -$89.8K 0.11% 88
2016
Q2 		$1.64M Sell
58,811
-3,578
-6% -$112K 0.14% 80
2016
Q1 		$2M Sell
62,389
-4,597
-7% -$154K 0.16% 71
2015
Q4 		$2.32M Buy
66,986
+29,002
+76% +$1.02M 0.2% 70
2015
Q3 		$1.21M Sell
37,984
-4,424
-10% -$153K 0.1% 118
2015
Q2 		$1.5M Buy
+42,408
New +$1.48M 0.09% 129

Other funds holding BT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forward Management's BT Position: Q4 2018 in Review

Forward Management sold out of BT Group plc (ADR) (BT) in Q4 2018, closing a stake of 8,234 shares — an estimated $122K sold.

Forward Management first reported a position in BT in Q2 2015 and held it in 14 quarters. The position peaked at $2.32M in Q4 2015. 157 funds tracked by Wall St. Rank hold BT as of Q4 2018.

  • Forward Management reported no remaining BT Group plc (ADR) position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 8,234 BT Group plc (ADR) shares in Q4 2018, an estimated $122K.
  • Forward Management first reported a position in BT Group plc (ADR) in Q2 2015 and held it in 14 quarters.
  • Forward Management's BT Group plc (ADR) position peaked at $2.32M in Q4 2015.
  • 157 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.