KT
BT

Kanaly Trust’s BT Group plc (ADR) BT Stock Holding History

Kanaly Trust’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
-251
Closed -$6K – 964
2016
Q3 		$6K Buy
251
+45
+22% +$1.18K ﹤0.01% 622
2016
Q2 		$6K Sell
206
-290
-58% -$9.11K ﹤0.01% 628
2016
Q1 		$16K Sell
496
-65
-12% -$2.18K ﹤0.01% 481
2015
Q4 		$19K Sell
561
-5
-0.9% -$175 ﹤0.01% 445
2015
Q3 		$18K Buy
566
+102
+22% +$3.52K ﹤0.01% 469
2015
Q2 		$16K Buy
464
+266
+134% +$9.29K ﹤0.01% 490
2015
Q1 		$6K Buy
198
+22
+13% +$726 ﹤0.01% 506
2014
Q4 		$5K Buy
176
+32
+22% +$978 ﹤0.01% 536
2014
Q3 		$4K Hold
144
– – ﹤0.01% 585
2014
Q2 		$5K Buy
144
+20
+16% +$643 ﹤0.01% 562
2014
Q1 		$4K Buy
+124
New +$4.02K ﹤0.01% 597

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
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

Kanaly Trust's BT Position: Q4 2016 in Review

Kanaly Trust sold out of BT Group plc (ADR) (BT) in Q4 2016, closing a stake of 251 shares — an estimated $6K sold.

Kanaly Trust first reported a position in BT in Q1 2014 and held it in 11 quarters. The position peaked at $19K in Q4 2015. 158 funds tracked by Wall St. Rank hold BT as of Q4 2016.

  • Kanaly Trust reported no remaining BT Group plc (ADR) position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 251 BT Group plc (ADR) shares in Q4 2016, an estimated $6K.
  • Kanaly Trust first reported a position in BT Group plc (ADR) in Q1 2014 and held it in 11 quarters.
  • Kanaly Trust's BT Group plc (ADR) position peaked at $19K in Q4 2015.
  • 158 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.