Marietta Investment Partners’s BT Group plc (ADR) BT Stock Holding History

Marietta Investment Partners’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
2016 Q3	–	Sell	-9,040	Closed	-$252K	–	160
2016 Q2	$252K	Sell	9,040 -20,400	-69%	-$641K	0.09%	129
2016 Q1	$944K	Sell	29,440 -3,196	-10%	-$107K	0.39%	58
2015 Q4	$1.13M	Hold	32,636	–	–	0.46%	55
2015 Q3	$1.16M	Buy	32,636 +1,880	+6%	+$64.8K	0.45%	48
2015 Q2	$1.09M	Buy	30,756 +9,640	+46%	+$337K	0.42%	55
2015 Q1	$688K	Buy	21,116 +4,120	+24%	+$136K	0.27%	71
2014 Q4	$527K	Buy	16,996 +10,346	+156%	+$316K	0.21%	78
2014 Q3	$204K	Sell	6,650 -1,180	-15%	-$37.9K	0.09%	104
2014 Q2	$257K	Sell	7,830 -4,900	-38%	-$157K	0.11%	104
2014 Q1	$406K	Buy	12,730 +1,562	+14%	+$50.6K	0.16%	92
2013 Q4	$353K	Buy	+11,168	New	+$333K	0.13%	106

Other funds holding BT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Marietta Investment Partners's BT Position: Q3 2016 in Review

Marietta Investment Partners sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 9,040 shares — an estimated $252K sold.

Marietta Investment Partners first reported a position in BT in Q4 2013 and held it in 11 quarters. The position peaked at $1.16M in Q3 2015. 147 funds tracked by Wall St. Rank hold BT as of Q3 2016.

Marietta Investment Partners reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
Marietta Investment Partners sold 9,040 BT Group plc (ADR) shares in Q3 2016, an estimated $252K.
Marietta Investment Partners first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 11 quarters.
Marietta Investment Partners's BT Group plc (ADR) position peaked at $1.16M in Q3 2015.
147 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on Marietta Investment Partners's 13F filing for Q3 2016, filed 10 Nov 2016.