LWM
BT

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

Liberty 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
-619
Closed -$8K – 1032
2019
Q2 		$8K Buy
619
+244
+65% +$3.39K 0.01% 578
2019
Q1 		$5K Buy
375
+265
+241% +$3.97K ﹤0.01% 558
2018
Q4 		$1K Buy
+110
New +$1.75K ﹤0.01% 741

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

Liberty Wealth Management's BT Position: Q3 2019 in Review

Liberty Wealth Management sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 619 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in BT in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Liberty Wealth Management reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 619 BT Group plc (ADR) shares in Q3 2019, an estimated $8K.
  • Liberty Wealth Management first reported a position in BT Group plc (ADR) in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's BT Group plc (ADR) position peaked at $8K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.