LWAC
BT

Laurel Wealth Advisors (California)’s BT Group plc (ADR) BT Stock Holding History

Laurel Wealth Advisors (California)’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
-26,783
Closed -$342K – 462
2019
Q2 		$342K Buy
26,783
+4,455
+20% +$61.9K 0.08% 282
2019
Q1 		$330K Hold
22,328
– – 0.08% 272
2018
Q4 		$339K Buy
22,328
+3,993
+22% +$63.6K 0.1% 227
2018
Q3 		$270K Buy
+18,335
New +$272K 0.07% 304

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

Laurel Wealth Advisors (California)'s BT Position: Q3 2019 in Review

Laurel Wealth Advisors (California) sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 26,783 shares — an estimated $342K sold.

Laurel Wealth Advisors (California) first reported a position in BT in Q3 2018 and held it in 4 quarters. The position peaked at $342K in Q2 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Laurel Wealth Advisors (California) reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 26,783 BT Group plc (ADR) shares in Q3 2019, an estimated $342K.
  • Laurel Wealth Advisors (California) first reported a position in BT Group plc (ADR) in Q3 2018 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s BT Group plc (ADR) position peaked at $342K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2019, filed 13 Nov 2019.