GCAC
BT

Guardian Capital Advisors (Canada)’s BT Group plc (ADR) BT Stock Holding History

Guardian Capital Advisors (Canada)’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
Q3 		– Sell
-11,305
Closed -$167K – 166
2018
Q2 		$167K Sell
11,305
-6,000
-35% -$91.3K 0.02% 158
2018
Q1 		$298K Sell
17,305
-4,730
-21% -$81.2K 0.04% 139
2017
Q4 		$405K Sell
22,035
-3,350
-13% -$59.3K 0.05% 128
2017
Q3 		$460K Sell
25,385
-8,300
-25% -$162K 0.06% 119
2017
Q2 		$665K Buy
33,685
+19,610
+139% +$387K 0.1% 105
2017
Q1 		$277K Sell
14,075
-75
-0.5% -$1.57K 0.04% 138
2016
Q4 		$344K Buy
14,150
+1,950
+16% +$45.1K 0.05% 134
2016
Q3 		$286K Sell
12,200
-7,750
-39% -$203K 0.05% 133
2016
Q2 		$498K Sell
19,950
-4,500
-18% -$141K 0.09% 110
2016
Q1 		$748K Buy
24,450
+650
+3% +$21.8K 0.14% 105
2015
Q4 		$794K Buy
23,800
+3,700
+18% +$130K 0.17% 96
2015
Q3 		$616K Buy
20,100
+750
+4% +$25.9K 0.13% 105
2015
Q2 		$684K Buy
19,350
+50
+0.3% +$1.75K 0.13% 109
2015
Q1 		$781K Hold
19,300
– – 0.12% 114
2014
Q4 		$694K Buy
19,300
+500
+3% +$15.3K 0.11% 117
2014
Q3 		$629K Buy
18,800
+1,500
+9% +$48.2K 0.1% 118
2014
Q2 		$569K Buy
17,300
+300
+2% +$9.64K 0.1% 126
2014
Q1 		$532K Buy
17,000
+6,300
+59% +$204K 0.1% 125
2013
Q4 		$347K Hold
10,700
– – 0.07% 142
2013
Q3 		$303K Buy
10,700
+700
+7% +$18.2K 0.06% 145
2013
Q2 		$235K Buy
+10,000
New +$226K 0.07% 134

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s BT Position: Q3 2018 in Review

Guardian Capital Advisors (Canada) sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 11,305 shares — an estimated $167K sold.

Guardian Capital Advisors (Canada) first reported a position in BT in Q2 2013 and held it in 21 quarters. The position peaked at $794K in Q4 2015. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

  • Guardian Capital Advisors (Canada) reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 11,305 BT Group plc (ADR) shares in Q3 2018, an estimated $167K.
  • Guardian Capital Advisors (Canada) first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 21 quarters.
  • Guardian Capital Advisors (Canada)'s BT Group plc (ADR) position peaked at $794K in Q4 2015.
  • 131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2018, filed 13 Nov 2018.