KCM
BT

Kendall Capital Management’s BT Group plc (ADR) BT Stock Holding History

Kendall Capital Management’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
2018
Q3 		– Sell
-16,250
Closed -$235K – 118
2018
Q2 		$235K Sell
16,250
-1,900
-10% -$28.9K 0.21% 99
2018
Q1 		$293K Buy
18,150
+625
+4% +$10.7K 0.25% 86
2017
Q4 		$319K Buy
+17,525
New +$310K 0.28% 85

Other funds holding BT

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Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Kendall Capital Management's BT Position: Q3 2018 in Review

Kendall Capital Management sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 16,250 shares — an estimated $235K sold.

Kendall Capital Management first reported a position in BT in Q4 2017 and held it in 3 quarters. The position peaked at $319K in Q4 2017. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

  • Kendall Capital Management reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
  • Kendall Capital Management sold 16,250 BT Group plc (ADR) shares in Q3 2018, an estimated $235K.
  • Kendall Capital Management first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 3 quarters.
  • Kendall Capital Management's BT Group plc (ADR) position peaked at $319K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

Based on Kendall Capital Management's 13F filing for Q3 2018, filed 29 Oct 2018.