KKAMG
BT

Kernodle & Katon Asset Management Group’s BT Group plc (ADR) BT Stock Holding History

Kernodle & Katon Asset Management Group’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
Q3 		– Sell
-3,284
Closed -$91K – 349
2016
Q2 		$91K Sell
3,284
-157
-5% -$4.93K 0.08% 96
2016
Q1 		$110K Buy
3,441
+501
+17% +$16.8K 0.1% 78
2015
Q4 		$102K Buy
+2,940
New +$103K 0.1% 63

Other funds holding BT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Kernodle & Katon Asset Management Group's BT Position: Q3 2016 in Review

Kernodle & Katon Asset Management Group sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 3,284 shares — an estimated $91K sold.

Kernodle & Katon Asset Management Group first reported a position in BT in Q4 2015 and held it in 3 quarters. The position peaked at $110K in Q1 2016. 147 funds tracked by Wall St. Rank hold BT as of Q3 2016.

  • Kernodle & Katon Asset Management Group reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 3,284 BT Group plc (ADR) shares in Q3 2016, an estimated $91K.
  • Kernodle & Katon Asset Management Group first reported a position in BT Group plc (ADR) in Q4 2015 and held it in 3 quarters.
  • Kernodle & Katon Asset Management Group's BT Group plc (ADR) position peaked at $110K in Q1 2016.
  • 147 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q3 2016, filed 15 Nov 2016.