GT
BT

Greenleaf Trust’s BT Group plc (ADR) BT Stock Holding History

Greenleaf Trust’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
Q2 		– Sell
-16,686
Closed -$247K – 568
2019
Q1 		$247K Buy
16,686
+6,413
+62% +$96.1K ﹤0.01% 438
2018
Q4 		$156K Buy
+10,273
New +$164K ﹤0.01% 470
2018
Q1 		– Sell
-1,614
Closed -$29K – 689
2017
Q4 		$29K Hold
1,614
– – ﹤0.01% 541
2017
Q3 		$31K Buy
+1,614
New +$31.5K ﹤0.01% 503

Other funds holding BT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Greenleaf Trust's BT Position: Q2 2019 in Review

Greenleaf Trust sold out of BT Group plc (ADR) (BT) in Q2 2019, closing a stake of 16,686 shares — an estimated $247K sold.

Greenleaf Trust first reported a position in BT in Q3 2017 and held it in 4 quarters. The position peaked at $247K in Q1 2019. 148 funds tracked by Wall St. Rank hold BT as of Q2 2019.

  • Greenleaf Trust reported no remaining BT Group plc (ADR) position as of Q2 2019 after selling out during the quarter.
  • Greenleaf Trust sold 16,686 BT Group plc (ADR) shares in Q2 2019, an estimated $247K.
  • Greenleaf Trust first reported a position in BT Group plc (ADR) in Q3 2017 and held it in 4 quarters.
  • Greenleaf Trust's BT Group plc (ADR) position peaked at $247K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2019.

Based on Greenleaf Trust's 13F filing for Q2 2019, filed 24 Jul 2019.