Mackenzie Financial
BT

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

Mackenzie 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
2018
Q1 		– Sell
-20,591
Closed -$375K – 983
2017
Q4 		$375K Buy
+20,591
New +$364K ﹤0.01% 725

Other funds holding BT

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MIS
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Mackenzie Financial's BT Position: Q1 2018 in Review

Mackenzie Financial sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 20,591 shares — an estimated $375K sold.

Mackenzie Financial first reported a position in BT in Q4 2017 and held it in 1 quarter. The position peaked at $375K in Q4 2017. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

  • Mackenzie Financial reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
  • Mackenzie Financial sold 20,591 BT Group plc (ADR) shares in Q1 2018, an estimated $375K.
  • Mackenzie Financial first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 1 quarter.
  • Mackenzie Financial's BT Group plc (ADR) position peaked at $375K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on Mackenzie Financial's 13F filing for Q1 2018, filed 14 May 2018.