GC
BT

Grimes & Company’s BT Group plc (ADR) BT Stock Holding History

Grimes & Company’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
Q2 		– Sell
-65,218
Closed -$1.05M – 255
2018
Q1 		$1.05M Buy
65,218
+544
+0.8% +$9.34K 0.1% 116
2017
Q4 		$1.18M Sell
64,674
-10,811
-14% -$191K 0.11% 106
2017
Q3 		$1.45M Buy
75,485
+676
+0.9% +$13.2K 0.15% 92
2017
Q2 		$1.45M Sell
74,809
-1,536
-2% -$30.3K 0.16% 93
2017
Q1 		$1.53M Sell
76,345
-1,734
-2% -$36.3K 0.17% 92
2016
Q4 		$1.8M Buy
78,079
+1,103
+1% +$25.5K 0.21% 89
2016
Q3 		$1.96M Buy
+76,976
New +$2.02M 0.26% 81

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grimes & Company's BT Position: Q2 2018 in Review

Grimes & Company sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 65,218 shares — an estimated $1.05M sold.

Grimes & Company first reported a position in BT in Q3 2016 and held it in 7 quarters. The position peaked at $1.96M in Q3 2016. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • Grimes & Company reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • Grimes & Company sold 65,218 BT Group plc (ADR) shares in Q2 2018, an estimated $1.05M.
  • Grimes & Company first reported a position in BT Group plc (ADR) in Q3 2016 and held it in 7 quarters.
  • Grimes & Company's BT Group plc (ADR) position peaked at $1.96M in Q3 2016.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on Grimes & Company's 13F filing for Q2 2018, filed 10 Aug 2018.