MWPCG
BT

Measured Wealth Private Client Group’s BT Group plc (ADR) BT Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-1,810
Closed -$26K – 820
2018
Q3 		$26K Buy
+1,810
New +$26.8K 0.02% 485

Other funds holding BT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Measured Wealth Private Client Group's BT Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of BT Group plc (ADR) (BT) in Q4 2018, closing a stake of 1,810 shares — an estimated $26K sold.

Measured Wealth Private Client Group first reported a position in BT in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 157 funds tracked by Wall St. Rank hold BT as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining BT Group plc (ADR) position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,810 BT Group plc (ADR) shares in Q4 2018, an estimated $26K.
  • Measured Wealth Private Client Group first reported a position in BT Group plc (ADR) in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's BT Group plc (ADR) position peaked at $26K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.