FCH
BT

Freestone Capital Holdings’s BT Group plc (ADR) BT Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-508,145
Closed -$5.5K – 407
2019
Q3 		$5.5K Sell
508,145
-79,354
-14% -$884K 0.13% 68
2019
Q2 		$7.5K Sell
587,499
-21,229
-3% -$295K 0.19% 49
2019
Q1 		$9M Buy
608,728
+34,645
+6% +$519K 0.53% 53
2018
Q4 		$8.73M Sell
574,083
-44,599
-7% -$710K 0.59% 43
2018
Q3 		$9.14M Sell
618,682
-19,864
-3% -$294K 0.06% 57
2018
Q2 		$9.23M Buy
638,546
+105,922
+20% +$1.61M 0.06% 59
2018
Q1 		$8.61M Buy
532,624
+376,650
+241% +$6.47M 0.5% 53
2017
Q4 		$2.84M Sell
155,974
-47,544
-23% -$841K 0.2% 126
2017
Q3 		$3.92M Buy
203,518
+30,827
+18% +$602K 0.28% 109
2017
Q2 		$3.35M Buy
172,691
+26,410
+18% +$521K 0.26% 108
2017
Q1 		$2.94M Buy
146,281
+75,527
+107% +$1.58M 0.23% 119
2016
Q4 		$1.63M Sell
70,754
-8,528
-11% -$197K 0.14% 146
2016
Q3 		$2.02M Buy
79,282
+10,233
+15% +$268K 0.18% 125
2016
Q2 		$1.92M Buy
69,049
+13,887
+25% +$436K 0.19% 121
2016
Q1 		$1.77M Buy
55,162
+5,136
+10% +$172K 0.19% 104
2015
Q4 		$1.73M Sell
50,026
-952
-2% -$33.4K 0.18% 84
2015
Q3 		$1.63M Buy
50,978
+35,812
+236% +$1.23M 0.18% 99
2015
Q2 		$538K Buy
+15,166
New +$530K 0.09% 167

Other funds holding BT

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Freestone Capital Holdings's BT Position: Q4 2019 in Review

Freestone Capital Holdings sold out of BT Group plc (ADR) (BT) in Q4 2019, closing a stake of 508,145 shares — an estimated $5.5K sold.

Freestone Capital Holdings first reported a position in BT in Q2 2015 and held it in 18 quarters. The position peaked at $9.23M in Q2 2018. 7 funds tracked by Wall St. Rank hold BT as of Q4 2019.

  • Freestone Capital Holdings reported no remaining BT Group plc (ADR) position as of Q4 2019 after selling out during the quarter.
  • Freestone Capital Holdings sold 508,145 BT Group plc (ADR) shares in Q4 2019, an estimated $5.5K.
  • Freestone Capital Holdings first reported a position in BT Group plc (ADR) in Q2 2015 and held it in 18 quarters.
  • Freestone Capital Holdings's BT Group plc (ADR) position peaked at $9.23M in Q2 2018.
  • 7 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2019.

Based on Freestone Capital Holdings's 13F filing for Q4 2019, filed 4 Feb 2020.