LFA
BT

Legacy Financial Advisors’s BT Group plc (ADR) BT Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-322
Closed -$5K – 1045
2019
Q1 		$5K Buy
322
+92
+40% +$1.38K ﹤0.01% 793
2018
Q4 		$3K Buy
+230
New +$3.66K ﹤0.01% 825
2018
Q1 		– Sell
-173
Closed -$3K – 937
2017
Q4 		$3K Buy
+173
New +$3.06K ﹤0.01% 717

Other funds holding BT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Legacy Financial Advisors's BT Position: Q2 2019 in Review

Legacy Financial Advisors sold out of BT Group plc (ADR) (BT) in Q2 2019, closing a stake of 322 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in BT in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 148 funds tracked by Wall St. Rank hold BT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining BT Group plc (ADR) position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 322 BT Group plc (ADR) shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's BT Group plc (ADR) position peaked at $5K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.