HR
BT

Howe & Rusling’s BT Group plc (ADR) BT Stock Holding History

Howe & Rusling’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
2017
Q3 		– Sell
-62
Closed -$1K – 999
2017
Q2 		$1K Hold
62
– – ﹤0.01% 927
2017
Q1 		$1K Hold
62
– – ﹤0.01% 972
2016
Q4 		$1K Hold
62
– – ﹤0.01% 1004
2016
Q3 		$2K Buy
+62
New +$1.63K ﹤0.01% 919

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Howe & Rusling's BT Position: Q3 2017 in Review

Howe & Rusling sold out of BT Group plc (ADR) (BT) in Q3 2017, closing a stake of 62 shares — an estimated $1K sold.

Howe & Rusling first reported a position in BT in Q3 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 136 funds tracked by Wall St. Rank hold BT as of Q3 2017.

  • Howe & Rusling reported no remaining BT Group plc (ADR) position as of Q3 2017 after selling out during the quarter.
  • Howe & Rusling sold 62 BT Group plc (ADR) shares in Q3 2017, an estimated $1K.
  • Howe & Rusling first reported a position in BT Group plc (ADR) in Q3 2016 and held it in 4 quarters.
  • Howe & Rusling's BT Group plc (ADR) position peaked at $2K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.