GCC
BT

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

Guardian Capital (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
2016
Q4 		– Sell
-10,755
Closed -$273K – 233
2016
Q3 		$273K Sell
10,755
-85,123
-89% -$2.23M ﹤0.01% 196
2016
Q2 		$2.67M Sell
95,878
-82,420
-46% -$2.59M 0.04% 120
2016
Q1 		$5.72M Buy
+178,298
New +$5.97M 0.1% 97
2014
Q2 		– Sell
-21,620
Closed -$690K – 225
2014
Q1 		$690K Sell
21,620
-1,920
-8% -$62.2K 0.01% 148
2013
Q4 		$743K Sell
23,540
-74,900
-76% -$2.24M 0.01% 140
2013
Q3 		$2.72M Sell
98,440
-39,560
-29% -$1.03M 0.04% 102
2013
Q2 		$3.24M Buy
+138,000
New +$3.12M 0.06% 98

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $460M AUM 30.5% 1-Year Est. Return

Guardian Capital (Canada)'s BT Position: Q4 2016 in Review

Guardian Capital (Canada) sold out of BT Group plc (ADR) (BT) in Q4 2016, closing a stake of 10,755 shares — an estimated $273K sold.

Guardian Capital (Canada) first reported a position in BT in Q2 2013 and held it in 7 quarters. The position peaked at $5.72M in Q1 2016. 158 funds tracked by Wall St. Rank hold BT as of Q4 2016.

  • Guardian Capital (Canada) reported no remaining BT Group plc (ADR) position as of Q4 2016 after selling out during the quarter.
  • Guardian Capital (Canada) sold 10,755 BT Group plc (ADR) shares in Q4 2016, an estimated $273K.
  • Guardian Capital (Canada) first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 7 quarters.
  • Guardian Capital (Canada)'s BT Group plc (ADR) position peaked at $5.72M in Q1 2016.
  • 158 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2016.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2016, filed 14 Feb 2017.