IAA
BT

Independent Advisor Alliance’s BT Group plc (ADR) BT Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-15,505
Closed -$198K – 493
2019
Q2 		$198K Buy
15,505
+5,154
+50% +$71.6K 0.03% 379
2019
Q1 		$153K Buy
+10,351
New +$155K 0.02% 415

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Independent Advisor Alliance's BT Position: Q3 2019 in Review

Independent Advisor Alliance sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 15,505 shares — an estimated $198K sold.

Independent Advisor Alliance first reported a position in BT in Q1 2019 and held it in 2 quarters. The position peaked at $198K in Q2 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Independent Advisor Alliance reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,505 BT Group plc (ADR) shares in Q3 2019, an estimated $198K.
  • Independent Advisor Alliance first reported a position in BT Group plc (ADR) in Q1 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's BT Group plc (ADR) position peaked at $198K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Independent Advisor Alliance's 13F filing for Q3 2019, filed 12 Nov 2019.