JFA
BT

JNBA Financial Advisors’s BT Group plc (ADR) BT Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-774
Closed -$20K – 1559
2016
Q3 		$20K Buy
+774
New +$20.3K ﹤0.01% 825

Other funds holding BT

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BIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

JNBA Financial Advisors's BT Position: Q4 2016 in Review

JNBA Financial Advisors sold out of BT Group plc (ADR) (BT) in Q4 2016, closing a stake of 774 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in BT in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 158 funds tracked by Wall St. Rank hold BT as of Q4 2016.

  • JNBA Financial Advisors reported no remaining BT Group plc (ADR) position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 774 BT Group plc (ADR) shares in Q4 2016, an estimated $20K.
  • JNBA Financial Advisors first reported a position in BT Group plc (ADR) in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's BT Group plc (ADR) position peaked at $20K in Q3 2016.
  • 158 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.