HFS
BT

HL Financial Services’s BT Group plc (ADR) BT Stock Holding History

HL Financial Services’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
Q1 		$230K Buy
15,520
+1,474
+10% +$22.1K ﹤0.01% 678
2018
Q4 		$213K Buy
14,046
+344
+3% +$5.48K ﹤0.01% 677
2018
Q3 		$202K Buy
+13,702
New +$203K ﹤0.01% 725

Other funds holding BT

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HL Financial Services's BT Position: Q1 2019 in Review

HL Financial Services increased its BT Group plc (ADR) (BT) stake by 10% in Q1 2019, buying an estimated $22.1K and bringing the position to 15,520 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

HL Financial Services first reported a position in BT in Q3 2018 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold BT as of Q1 2019.

  • HL Financial Services held 15,520 shares of BT Group plc (ADR) worth $230K as of Q1 2019.
  • HL Financial Services bought 1,474 BT Group plc (ADR) shares in Q1 2019, an estimated $22.1K.
  • BT Group plc (ADR) made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #678 holding.
  • HL Financial Services first reported a position in BT Group plc (ADR) in Q3 2018 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.