Liberty Mutual Group Asset Management’s BT Group plc (ADR) BT Stock Holding History

Liberty Mutual Group Asset 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
2018 Q1	–	Sell	-82,461	Closed	-$1.5M	–	978
2017 Q4	$1.5M	Buy	+82,461	New	+$1.46M	0.04%	260
2016 Q3	–	Sell	-13,221	Closed	-$368K	–	1033
2016 Q2	$368K	Hold	13,221	–	–	0.01%	957
2016 Q1	$424K	Buy	+13,221	New	+$443K	0.02%	912
2015 Q4	–	Sell	-11,400	Closed	-$363K	–	1036
2015 Q3	$363K	Buy	+11,400	New	+$393K	0.01%	1014
2015 Q1	–	Sell	-14,996	Closed	-$465K	–	1036
2014 Q4	$465K	Buy	14,996 +7,246	+93%	+$222K	0.01%	997
2014 Q3	$238K	Buy	+7,750	New	+$249K	0.01%	1044

Other funds holding BT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Liberty Mutual Group Asset Management's BT Position: Q1 2018 in Review

Liberty Mutual Group Asset Management sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 82,461 shares — an estimated $1.5M sold.

Liberty Mutual Group Asset Management first reported a position in BT in Q3 2014 and held it in 6 quarters. The position peaked at $1.5M in Q4 2017. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

Liberty Mutual Group Asset Management reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 82,461 BT Group plc (ADR) shares in Q1 2018, an estimated $1.5M.
Liberty Mutual Group Asset Management first reported a position in BT Group plc (ADR) in Q3 2014 and held it in 6 quarters.
Liberty Mutual Group Asset Management's BT Group plc (ADR) position peaked at $1.5M in Q4 2017.
159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q1 2018, filed 9 May 2018.