GWM
BT

Gupta Wealth Management’s BT Group plc (ADR) BT Stock Holding History

Gupta Wealth Management’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
Q1 		– Sell
-301
Closed -$10K – 1331
2015
Q4 		$10K Buy
+301
New +$10.6K ﹤0.01% 894
2015
Q3 		– Sell
-894
Closed -$30K – 1386
2015
Q2 		$30K Buy
894
+822
+1,142% +$28.7K 0.01% 638
2015
Q1 		$2K Buy
+72
New +$2.38K ﹤0.01% 1053

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's BT Position: Q1 2016 in Review

Gupta Wealth Management sold out of BT Group plc (ADR) (BT) in Q1 2016, closing a stake of 301 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in BT in Q1 2015 and held it in 3 quarters. The position peaked at $30K in Q2 2015. 176 funds tracked by Wall St. Rank hold BT as of Q1 2016.

  • Gupta Wealth Management reported no remaining BT Group plc (ADR) position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 301 BT Group plc (ADR) shares in Q1 2016, an estimated $10K.
  • Gupta Wealth Management first reported a position in BT Group plc (ADR) in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's BT Group plc (ADR) position peaked at $30K in Q2 2015.
  • 176 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.