LWCFA
BT

Loring Wolcott & Coolidge Fiduciary Advisors’s BT Group plc (ADR) BT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-157
Closed -$3K – 934
2017
Q2 		$3K Buy
+157
New +$3.1K ﹤0.01% 612

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Invesco
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Northern Trust
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SIA
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PPA
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BT Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BT Group plc (ADR) (BT) in Q3 2017, closing a stake of 157 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BT in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 136 funds tracked by Wall St. Rank hold BT as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BT Group plc (ADR) position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 157 BT Group plc (ADR) shares in Q3 2017, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BT Group plc (ADR) in Q2 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BT Group plc (ADR) position peaked at $3K in Q2 2017.
  • 136 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.