JIR
BT

James Investment Research’s BT Group plc (ADR) BT Stock Holding History

James Investment Research’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
Q4 		– Sell
-2,099
Closed -$23K – 579
2019
Q3 		$23K Sell
2,099
-11,000
-84% -$123K ﹤0.01% 471
2019
Q2 		$167K Hold
13,099
– – 0.01% 394
2019
Q1 		$193K Buy
13,099
+11,699
+836% +$175K 0.01% 521
2018
Q4 		$21K Buy
+1,400
New +$22.3K ﹤0.01% 706
2018
Q3 		– Sell
-2,000
Closed -$29K – 886
2018
Q2 		$29K Hold
2,000
– – ﹤0.01% 720
2018
Q1 		$32K Hold
2,000
– – ﹤0.01% 706
2017
Q4 		$36K Hold
2,000
– – ﹤0.01% 684
2017
Q3 		$38K Hold
2,000
– – ﹤0.01% 650
2017
Q2 		$39K Sell
2,000
-1,400
-41% -$27.6K ﹤0.01% 625
2017
Q1 		$68K Sell
3,400
-418,954
-99% -$8.77M ﹤0.01% 511
2016
Q4 		$9.73M Sell
422,354
-31,574
-7% -$729K 0.25% 123
2016
Q3 		$11.5M Sell
453,928
-46,356
-9% -$1.21M 0.31% 104
2016
Q2 		$13.9M Sell
500,284
-25,495
-5% -$800K 0.35% 88
2016
Q1 		$16.9M Buy
525,779
+30,204
+6% +$1.01M 0.41% 72
2015
Q4 		$17.2M Buy
495,575
+12,365
+3% +$434K 0.42% 74
2015
Q3 		$15.4M Buy
483,210
+10
+0% +$345 0.41% 75
2015
Q2 		$17.1M Buy
483,200
+61,152
+14% +$2.14M 0.4% 86
2015
Q1 		$13.8M Buy
422,048
+33,360
+9% +$1.1M 0.32% 94
2014
Q4 		$12M Sell
388,688
-12,934
-3% -$395K 0.33% 97
2014
Q3 		$12.3M Buy
401,622
+66,040
+20% +$2.12M 0.39% 87
2014
Q2 		$11M Sell
335,582
-2,422
-0.7% -$77.8K 0.35% 91
2014
Q1 		$10.8M Buy
338,004
+33,038
+11% +$1.07M 0.35% 92
2013
Q4 		$9.63M Buy
304,966
+113,464
+59% +$3.39M 0.3% 97
2013
Q3 		$5.29M Buy
+191,502
New +$4.99M 0.2% 119

Other funds holding BT

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

James Investment Research's BT Position: Q4 2019 in Review

James Investment Research sold out of BT Group plc (ADR) (BT) in Q4 2019, closing a stake of 2,099 shares — an estimated $23K sold.

James Investment Research first reported a position in BT in Q3 2013 and held it in 24 quarters. The position peaked at $17.2M in Q4 2015. 7 funds tracked by Wall St. Rank hold BT as of Q4 2019.

  • James Investment Research reported no remaining BT Group plc (ADR) position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 2,099 BT Group plc (ADR) shares in Q4 2019, an estimated $23K.
  • James Investment Research first reported a position in BT Group plc (ADR) in Q3 2013 and held it in 24 quarters.
  • James Investment Research's BT Group plc (ADR) position peaked at $17.2M in Q4 2015.
  • 7 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.