Joel Isaacson & Co’s BT Group plc (ADR) BT Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-900	Closed	-$21K	–	591
2016 Q4	$21K	Hold	900	–	–	﹤0.01%	427
2016 Q3	$23K	Hold	900	–	–	﹤0.01%	445
2016 Q2	$25K	Hold	900	–	–	0.01%	439
2016 Q1	$29K	Hold	900	–	–	0.01%	422
2015 Q4	$31K	Hold	900	–	–	0.01%	400
2015 Q3	$29K	Hold	900	–	–	0.01%	424
2015 Q2	$32K	Hold	900	–	–	0.01%	428
2015 Q1	$29K	Buy	+900	New	+$29.7K	0.01%	431

Other funds holding BT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Joel Isaacson & Co's BT Position: Q1 2017 in Review

Joel Isaacson & Co sold out of BT Group plc (ADR) (BT) in Q1 2017, closing a stake of 900 shares — an estimated $21K sold.

Joel Isaacson & Co first reported a position in BT in Q1 2015 and held it in 8 quarters. The position peaked at $32K in Q2 2015. 151 funds tracked by Wall St. Rank hold BT as of Q1 2017.

Joel Isaacson & Co reported no remaining BT Group plc (ADR) position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 900 BT Group plc (ADR) shares in Q1 2017, an estimated $21K.
Joel Isaacson & Co first reported a position in BT Group plc (ADR) in Q1 2015 and held it in 8 quarters.
Joel Isaacson & Co's BT Group plc (ADR) position peaked at $32K in Q2 2015.
151 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.