GC
BT

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

Guggenheim Capital’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
Q3 		– Sell
-49,149
Closed -$628K – 2194
2019
Q2 		$628K Buy
49,149
+2,836
+6% +$39.4K 0.01% 1557
2019
Q1 		$685K Buy
46,313
+4,159
+10% +$62.3K 0.01% 1553
2018
Q4 		$641K Buy
42,154
+12,498
+42% +$199K 0.01% 1567
2018
Q3 		$438K Sell
29,656
-3,880
-12% -$57.5K ﹤0.01% 2054
2018
Q2 		$485K Sell
33,536
-3,011
-8% -$45.8K ﹤0.01% 1970
2018
Q1 		$591K Buy
+36,547
New +$628K ﹤0.01% 2314
2017
Q4 		– Sell
-42,324
Closed -$814K – 2877
2017
Q3 		$814K Sell
42,324
-4,922
-10% -$96.2K ﹤0.01% 2196
2017
Q2 		$917K Buy
47,246
+10,072
+27% +$199K ﹤0.01% 2124
2017
Q1 		$747K Buy
37,174
+20,110
+118% +$421K ﹤0.01% 2250
2016
Q4 		$393K Buy
+17,064
New +$394K ﹤0.01% 2503
2015
Q4 		– Sell
-56,450
Closed -$1.8M – 3119
2015
Q3 		$1.8M Sell
56,450
-19,804
-26% -$683K 0.01% 1671
2015
Q2 		$2.7M Sell
76,254
-9,742
-11% -$340K 0.01% 1546
2015
Q1 		$2.8M Sell
85,996
-178,166
-67% -$5.88M 0.01% 1508
2014
Q4 		$8.19M Buy
264,162
+135,942
+106% +$4.16M 0.02% 912
2014
Q3 		$3.94M Buy
128,220
+9,852
+8% +$317K 0.01% 1341
2014
Q2 		$3.88M Sell
118,368
-16,602
-12% -$533K 0.01% 1346
2014
Q1 		$4.31M Buy
134,970
+33,234
+33% +$1.08M 0.01% 1210
2013
Q4 		$3.21M Buy
101,736
+44,760
+79% +$1.34M 0.01% 1360
2013
Q3 		$1.57M Sell
56,976
-4,076
-7% -$106K 0.01% 1784
2013
Q2 		$1.44M Buy
+61,052
New +$1.38M 0.01% 1752

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Guggenheim Capital's BT Position: Q3 2019 in Review

Guggenheim Capital sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 49,149 shares — an estimated $628K sold.

Guggenheim Capital first reported a position in BT in Q2 2013 and held it in 20 quarters. The position peaked at $8.19M in Q4 2014. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Guggenheim Capital reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Guggenheim Capital sold 49,149 BT Group plc (ADR) shares in Q3 2019, an estimated $628K.
  • Guggenheim Capital first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 20 quarters.
  • Guggenheim Capital's BT Group plc (ADR) position peaked at $8.19M in Q4 2014.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Guggenheim Capital's 13F filing for Q3 2019, filed 14 Nov 2019.