LPL Financial
BT

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

LPL Financial’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
-91,196
Closed -$1.17M – 3421
2019
Q2 		$1.17M Buy
91,196
+72,522
+388% +$1.01M ﹤0.01% 1624
2019
Q1 		$276K Buy
18,674
+5,370
+40% +$80.4K ﹤0.01% 2716
2018
Q4 		$202K Buy
13,304
+3,100
+30% +$49.4K ﹤0.01% 2804
2018
Q3 		$151K Buy
+10,204
New +$151K ﹤0.01% 3064
2018
Q2 		– Sell
-14,096
Closed -$228K – 3323
2018
Q1 		$228K Buy
+14,096
New +$242K ﹤0.01% 2855
2017
Q4 		– Sell
-16,806
Closed -$323K – 3097
2017
Q3 		$323K Buy
16,806
+6,149
+58% +$120K ﹤0.01% 2303
2017
Q2 		$207K Buy
+10,657
New +$210K ﹤0.01% 2567
2016
Q3 		– Sell
-48,275
Closed -$1.25M – 2766
2016
Q2 		$1.25M Buy
48,275
+25,500
+112% +$801K 0.01% 1023
2016
Q1 		$712K Sell
22,775
-3,704
-14% -$124K ﹤0.01% 1924
2015
Q4 		$909K Sell
26,479
-15,893
-38% -$558K ﹤0.01% 1755
2015
Q3 		$1.39M Sell
42,372
-1,090
-3% -$37.6K 0.01% 1038
2015
Q2 		$1.52M Buy
43,462
+8,424
+24% +$294K 0.01% 1081
2015
Q1 		$1.15M Buy
35,038
+2,772
+9% +$91.5K 0.01% 1254
2014
Q4 		$1M Buy
32,266
+23,160
+254% +$708K 0.01% 1301
2014
Q3 		$279K Sell
9,106
-6,694
-42% -$215K ﹤0.01% 2229
2014
Q2 		$518K Buy
+15,800
New +$508K ﹤0.01% 1775
2014
Q1 		– Sell
-7,982
Closed -$252K – 2760
2013
Q4 		$252K Buy
+7,982
New +$238K ﹤0.01% 2256

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

LPL Financial's BT Position: Q3 2019 in Review

LPL Financial sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 91,196 shares — an estimated $1.17M sold.

LPL Financial first reported a position in BT in Q4 2013 and held it in 17 quarters. The position peaked at $1.52M in Q2 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • LPL Financial reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • LPL Financial sold 91,196 BT Group plc (ADR) shares in Q3 2019, an estimated $1.17M.
  • LPL Financial first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 17 quarters.
  • LPL Financial's BT Group plc (ADR) position peaked at $1.52M in Q2 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.