IWP
BT

Icon Wealth Partners’s BT Group plc (ADR) BT Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-8,901
Closed -$144K – 839
2018
Q1 		$144K Buy
8,901
+82
+0.9% +$1.41K 0.08% 198
2017
Q4 		$161K Buy
+8,819
New +$156K 0.08% 202

Other funds holding BT

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Northern Trust
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's BT Position: Q2 2018 in Review

Icon Wealth Partners sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 8,901 shares — an estimated $144K sold.

Icon Wealth Partners first reported a position in BT in Q4 2017 and held it in 2 quarters. The position peaked at $161K in Q4 2017. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • Icon Wealth Partners reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 8,901 BT Group plc (ADR) shares in Q2 2018, an estimated $144K.
  • Icon Wealth Partners first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's BT Group plc (ADR) position peaked at $161K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on Icon Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.