Massachusetts Financial Services
BT

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

Massachusetts Financial Services’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
Q2 		– Sell
-27,673
Closed -$447K – 884
2018
Q1 		$447K Buy
27,673
+1,332
+5% +$22.9K ﹤0.01% 809
2017
Q4 		$480K Buy
26,341
+609
+2% +$10.8K ﹤0.01% 814
2017
Q3 		$495K Sell
25,732
-639
-2% -$12.5K ﹤0.01% 804
2017
Q2 		$512K Sell
26,371
-69,202
-72% -$1.36M ﹤0.01% 806
2017
Q1 		$1.92M Sell
95,573
-2,147
-2% -$45K ﹤0.01% 712
2016
Q4 		$2.25M Buy
97,720
+17,942
+22% +$415K ﹤0.01% 715
2016
Q3 		$2.03M Sell
79,778
-2,116
-3% -$55.5K ﹤0.01% 724
2016
Q2 		$2.28M Buy
81,894
+2,438
+3% +$76.5K ﹤0.01% 709
2016
Q1 		$2.55M Sell
79,456
-3,578
-4% -$120K ﹤0.01% 692
2015
Q4 		$2.87M Sell
83,034
-7,440
-8% -$261K ﹤0.01% 697
2015
Q3 		$2.88M Buy
90,474
+35,540
+65% +$1.23M ﹤0.01% 705
2015
Q2 		$1.95M Buy
54,934
+974
+2% +$34K ﹤0.01% 752
2015
Q1 		$1.76M Sell
53,960
-934
-2% -$30.8K ﹤0.01% 755
2014
Q4 		$1.7M Sell
54,894
-1,256
-2% -$38.4K ﹤0.01% 755
2014
Q3 		$1.73M Sell
56,150
-20,730
-27% -$666K ﹤0.01% 755
2014
Q2 		$2.52M Sell
76,880
-11,686
-13% -$375K ﹤0.01% 729
2014
Q1 		$2.83M Sell
88,566
-2,980
-3% -$96.6K ﹤0.01% 687
2013
Q4 		$2.89M Sell
91,546
-1,522
-2% -$45.4K ﹤0.01% 659
2013
Q3 		$2.57M Sell
93,068
-550
-0.6% -$14.3K ﹤0.01% 661
2013
Q2 		$2.2M Buy
+93,618
New +$2.12M ﹤0.01% 654

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services's BT Position: Q2 2018 in Review

Massachusetts Financial Services sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 27,673 shares — an estimated $447K sold.

Massachusetts Financial Services first reported a position in BT in Q2 2013 and held it in 20 quarters. The position peaked at $2.89M in Q4 2013. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • Massachusetts Financial Services reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • Massachusetts Financial Services sold 27,673 BT Group plc (ADR) shares in Q2 2018, an estimated $447K.
  • Massachusetts Financial Services first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 20 quarters.
  • Massachusetts Financial Services's BT Group plc (ADR) position peaked at $2.89M in Q4 2013.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on Massachusetts Financial Services's 13F filing for Q2 2018, filed 30 Jul 2018.