LWA
BT

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

Lenox Wealth 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
2017
Q4 		– Sell
-35
Closed -$1K – 490
2017
Q3 		$1K Buy
+35
New +$684 ﹤0.01% 223
2015
Q4 		– Sell
-84
Closed -$3K – 574
2015
Q3 		$3K Hold
84
– – ﹤0.01% 326
2015
Q2 		$3K Hold
84
– – ﹤0.01% 256
2015
Q1 		$3K Hold
84
– – ﹤0.01% 290
2014
Q4 		$3K Hold
84
– – ﹤0.01% 295
2014
Q3 		$3K Buy
+84
New +$2.7K ﹤0.01% 263

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lenox Wealth Advisors's BT Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of BT Group plc (ADR) (BT) in Q4 2017, closing a stake of 35 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BT in Q3 2014 and held it in 6 quarters. The position peaked at $3K in Q3 2015. 152 funds tracked by Wall St. Rank hold BT as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining BT Group plc (ADR) position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 35 BT Group plc (ADR) shares in Q4 2017, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in BT Group plc (ADR) in Q3 2014 and held it in 6 quarters.
  • Lenox Wealth Advisors's BT Group plc (ADR) position peaked at $3K in Q3 2015.
  • 152 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.