HT
BT

HighTower Trust’s BT Group plc (ADR) BT Stock Holding History

HighTower Trust’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
Q1 		– Sell
-11,780
Closed -$215K – 111
2017
Q4 		$215K Buy
+11,780
New +$208K 0.02% 106
2017
Q3 		– Sell
-11,780
Closed -$229K – 149
2017
Q2 		$229K Sell
11,780
-1,035
-8% -$20.4K 0.03% 137
2017
Q1 		$257K Sell
12,815
-45
-0.3% -$942 0.03% 141
2016
Q4 		$296K Hold
12,860
– – 0.03% 127
2016
Q3 		$327K Hold
12,860
– – 0.04% 122
2016
Q2 		$358K Buy
12,860
+725
+6% +$22.8K 0.04% 119
2016
Q1 		$389K Buy
12,135
+95
+0.8% +$3.18K 0.05% 103
2015
Q4 		$417K Buy
+12,040
New +$422K 0.06% 111

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

HighTower Trust's BT Position: Q1 2018 in Review

HighTower Trust sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 11,780 shares — an estimated $215K sold.

HighTower Trust first reported a position in BT in Q4 2015 and held it in 8 quarters. The position peaked at $417K in Q4 2015. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

  • HighTower Trust reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
  • HighTower Trust sold 11,780 BT Group plc (ADR) shares in Q1 2018, an estimated $215K.
  • HighTower Trust first reported a position in BT Group plc (ADR) in Q4 2015 and held it in 8 quarters.
  • HighTower Trust's BT Group plc (ADR) position peaked at $417K in Q4 2015.
  • 159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on HighTower Trust's 13F filing for Q1 2018, filed 2 May 2018.