IWM
BT

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

IHT 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
2018
Q2 		– Sell
-760
Closed -$12K – 1567
2018
Q1 		$12K Buy
+760
New +$13.1K ﹤0.01% 1141
2017
Q1 		– Sell
-1,301
Closed -$30K – 1346
2016
Q4 		$30K Buy
+1,301
New +$30.1K 0.02% 517

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
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

IHT Wealth Management's BT Position: Q2 2018 in Review

IHT Wealth Management sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 760 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in BT in Q4 2016 and held it in 2 quarters. The position peaked at $30K in Q4 2016. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • IHT Wealth Management reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 760 BT Group plc (ADR) shares in Q2 2018, an estimated $12K.
  • IHT Wealth Management first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 2 quarters.
  • IHT Wealth Management's BT Group plc (ADR) position peaked at $30K in Q4 2016.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.