FIM
BT

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

Freedom Investment 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
Q4 		– Sell
-8,470
Closed -$215K – 1081
2016
Q3 		$215K Buy
+8,470
New +$222K 0.01% 794
2016
Q2 		– Sell
-7,759
Closed -$249K – 923
2016
Q1 		$249K Sell
7,759
-763
-9% -$25.5K 0.02% 640
2015
Q4 		$295K Sell
8,522
-40,100
-82% -$1.41M 0.02% 565
2015
Q3 		$629K Buy
48,622
+42,382
+679% +$1.46M 0.06% 267
2015
Q2 		$221K Buy
+6,240
New +$218K 0.02% 607

Other funds holding BT

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Freedom Investment Management's BT Position: Q4 2016 in Review

Freedom Investment Management sold out of BT Group plc (ADR) (BT) in Q4 2016, closing a stake of 8,470 shares — an estimated $215K sold.

Freedom Investment Management first reported a position in BT in Q2 2015 and held it in 5 quarters. The position peaked at $629K in Q3 2015. 158 funds tracked by Wall St. Rank hold BT as of Q4 2016.

  • Freedom Investment Management reported no remaining BT Group plc (ADR) position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 8,470 BT Group plc (ADR) shares in Q4 2016, an estimated $215K.
  • Freedom Investment Management first reported a position in BT Group plc (ADR) in Q2 2015 and held it in 5 quarters.
  • Freedom Investment Management's BT Group plc (ADR) position peaked at $629K in Q3 2015.
  • 158 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.