LNWWM
BT

Laird Norton Wetherby Wealth Management’s BT Group plc (ADR) BT Stock Holding History

Laird Norton Wetherby Wealth 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
2019
Q3 		– Sell
-19,894
Closed -$254K – 723
2019
Q2 		$254K Sell
19,894
-12,712
-39% -$177K 0.03% 583
2019
Q1 		$482K Sell
32,606
-2,022
-6% -$30.3K 0.06% 373
2018
Q4 		$527K Buy
34,628
+4,848
+16% +$77.2K 0.07% 311
2018
Q3 		$439K Buy
29,780
+11,788
+66% +$175K 0.05% 398
2018
Q2 		$260K Sell
17,992
-6,381
-26% -$97.1K 0.04% 514
2018
Q1 		$394K Buy
24,373
+6,772
+38% +$116K 0.05% 417
2017
Q4 		$321K Sell
17,601
-3,912
-18% -$69.2K 0.04% 456
2017
Q3 		$414K Buy
21,513
+7,542
+54% +$147K 0.06% 381
2017
Q2 		$272K Sell
13,971
-2,158
-13% -$42.6K 0.05% 459
2017
Q1 		$324K Sell
16,129
-5,937
-27% -$124K 0.06% 405
2016
Q4 		$508K Buy
22,066
+3,342
+18% +$77.2K 0.1% 268
2016
Q3 		$477K Buy
18,724
+3,486
+23% +$91.4K 0.1% 272
2016
Q2 		$425K Sell
15,238
-3,629
-19% -$114K 0.09% 265
2016
Q1 		$605K Sell
18,867
-1,261
-6% -$42.2K 0.14% 170
2015
Q4 		$697K Buy
20,128
+824
+4% +$28.9K 0.17% 138
2015
Q3 		$615K Buy
19,304
+1,638
+9% +$56.5K 0.16% 149
2015
Q2 		$626K Buy
17,666
+216
+1% +$7.54K 0.15% 166
2015
Q1 		$569K Buy
17,450
+170
+1% +$5.61K 0.14% 174
2014
Q4 		$536K Buy
17,280
+1,034
+6% +$31.6K 0.13% 176
2014
Q3 		$499K Buy
16,246
+704
+5% +$22.6K 0.14% 181
2014
Q2 		$510K Sell
15,542
-1,612
-9% -$51.8K 0.14% 173
2014
Q1 		$547K Buy
17,154
+802
+5% +$26K 0.16% 167
2013
Q4 		$516K Sell
16,352
-672
-4% -$20.1K 0.15% 167
2013
Q3 		$471K Buy
17,024
+1,248
+8% +$32.5K 0.15% 172
2013
Q2 		$371K Buy
+15,776
New +$357K 0.13% 187

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BT Position: Q3 2019 in Review

Laird Norton Wetherby Wealth Management sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 19,894 shares — an estimated $254K sold.

Laird Norton Wetherby Wealth Management first reported a position in BT in Q2 2013 and held it in 25 quarters. The position peaked at $697K in Q4 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 19,894 BT Group plc (ADR) shares in Q3 2019, an estimated $254K.
  • Laird Norton Wetherby Wealth Management first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 25 quarters.
  • Laird Norton Wetherby Wealth Management's BT Group plc (ADR) position peaked at $697K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.