Luther King Capital Management (LKCM)
BT

Luther King Capital Management (LKCM)’s BT Group plc (ADR) BT Stock Holding History

Luther King Capital Management (LKCM)’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
2015
Q4 		– Sell
-8,454
Closed -$269K – 561
2015
Q3 		$269K Hold
8,454
– – ﹤0.01% 470
2015
Q2 		$300K Hold
8,454
– – ﹤0.01% 487
2015
Q1 		$275K Hold
8,454
– – ﹤0.01% 490
2014
Q4 		$262K Sell
8,454
-1,160
-12% -$35.5K ﹤0.01% 503
2014
Q3 		$296K Buy
+9,614
New +$309K ﹤0.01% 499

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PPA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BT Position: Q4 2015 in Review

Luther King Capital Management (LKCM) sold out of BT Group plc (ADR) (BT) in Q4 2015, closing a stake of 8,454 shares — an estimated $269K sold.

Luther King Capital Management (LKCM) first reported a position in BT in Q3 2014 and held it in 5 quarters. The position peaked at $300K in Q2 2015. 165 funds tracked by Wall St. Rank hold BT as of Q4 2015.

  • Luther King Capital Management (LKCM) reported no remaining BT Group plc (ADR) position as of Q4 2015 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 8,454 BT Group plc (ADR) shares in Q4 2015, an estimated $269K.
  • Luther King Capital Management (LKCM) first reported a position in BT Group plc (ADR) in Q3 2014 and held it in 5 quarters.
  • Luther King Capital Management (LKCM)'s BT Group plc (ADR) position peaked at $300K in Q2 2015.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2015.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2015, filed 11 Feb 2016.