JP Morgan Private Wealth Advisors’s BT Group plc (ADR) BT Stock Holding History

JP Morgan Private Wealth 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 Q2	–	Sell	-20,203	Closed	-$647K	–	1340
2016 Q1	$647K	Sell	20,203 -2,974	-13%	-$99.6K	0.01%	671
2015 Q4	$802K	Buy	+23,177	New	+$813K	0.01%	577
2015 Q3	–	Sell	-18,974	Closed	-$672K	–	1174
2015 Q2	$672K	Buy	18,974 +1,438	+8%	+$50.2K	0.01%	591
2015 Q1	$571K	Buy	17,536 +3,156	+22%	+$104K	0.01%	685
2014 Q4	$446K	Buy	14,380 +1,454	+11%	+$44.4K	0.01%	754
2014 Q3	$398K	Buy	+12,926	New	+$415K	0.01%	765

Other funds holding BT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BT Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of BT Group plc (ADR) (BT) in Q2 2016, closing a stake of 20,203 shares — an estimated $647K sold.

JP Morgan Private Wealth Advisors first reported a position in BT in Q3 2014 and held it in 6 quarters. The position peaked at $802K in Q4 2015. 164 funds tracked by Wall St. Rank hold BT as of Q2 2016.

JP Morgan Private Wealth Advisors reported no remaining BT Group plc (ADR) position as of Q2 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 20,203 BT Group plc (ADR) shares in Q2 2016, an estimated $647K.
JP Morgan Private Wealth Advisors first reported a position in BT Group plc (ADR) in Q3 2014 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's BT Group plc (ADR) position peaked at $802K in Q4 2015.
164 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.