MinichMacGregor Wealth Management’s BT Group plc (ADR) BT Stock Holding History

MinichMacGregor Wealth Management’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	-130	Closed	-$1K	–	586
2018 Q3	$1K	Hold	130	–	–	﹤0.01%	511
2018 Q2	$1K	Hold	130	–	–	﹤0.01%	517
2018 Q1	$2K	Hold	130	–	–	﹤0.01%	439
2017 Q4	$2K	Hold	130	–	–	﹤0.01%	431
2017 Q3	$2K	Hold	130	–	–	﹤0.01%	405
2017 Q2	$2K	Hold	130	–	–	﹤0.01%	400
2017 Q1	$2K	Hold	130	–	–	﹤0.01%	391
2016 Q4	$2K	Hold	130	–	–	﹤0.01%	392
2016 Q3	$3K	Hold	130	–	–	﹤0.01%	370
2016 Q2	$3K	Hold	130	–	–	﹤0.01%	356
2016 Q1	$4K	Buy	130 +65	+100%	+$2.18K	﹤0.01%	334
2015 Q4	$4K	Buy	+65	New	+$2.28K	﹤0.01%	304

Other funds holding BT

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

MinichMacGregor Wealth Management's BT Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of BT Group plc (ADR) (BT) in Q4 2018, closing a stake of 130 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in BT in Q4 2015 and held it in 12 quarters. The position peaked at $4K in Q1 2016. 157 funds tracked by Wall St. Rank hold BT as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining BT Group plc (ADR) position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 130 BT Group plc (ADR) shares in Q4 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in BT Group plc (ADR) in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's BT Group plc (ADR) position peaked at $4K in Q1 2016.
157 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.