Morgan Stanley
BT

Morgan Stanley’s BT Group plc (ADR) BT Stock Holding History

Morgan Stanley’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
2019
Q3 		– Sell
-1,220,833
Closed -$15.6M – 6905
2019
Q2 		$15.6M Buy
1,220,833
+741,951
+155% +$10.3M ﹤0.01% 1712
2019
Q1 		$7.08M Buy
478,882
+13,413
+3% +$201K ﹤0.01% 2367
2018
Q4 		$7.08M Buy
465,469
+50,879
+12% +$810K ﹤0.01% 2500
2018
Q3 		$6.12M Buy
414,590
+20,158
+5% +$299K ﹤0.01% 2972
2018
Q2 		$5.7M Sell
394,432
-9,793
-2% -$149K ﹤0.01% 3001
2018
Q1 		$6.53M Buy
404,225
+52,652
+15% +$904K ﹤0.01% 2741
2017
Q4 		$6.41M Buy
351,573
+86,833
+33% +$1.54M ﹤0.01% 2817
2017
Q3 		$5.09M Buy
264,740
+42,543
+19% +$831K ﹤0.01% 2942
2017
Q2 		$4.31M Sell
222,197
-204,765
-48% -$4.04M ﹤0.01% 3011
2017
Q1 		$8.58M Buy
426,962
+67,065
+19% +$1.4M ﹤0.01% 2354
2016
Q4 		$8.29M Sell
359,897
-1,329,561
-79% -$30.7M ﹤0.01% 2457
2016
Q3 		$43M Sell
1,689,458
-140,166
-8% -$3.67M 0.01% 931
2016
Q2 		$51M Sell
1,829,624
-113,774
-6% -$3.57M 0.02% 786
2016
Q1 		$62.3M Sell
1,943,398
-57,190
-3% -$1.91M 0.02% 652
2015
Q4 		$69.2M Buy
2,000,588
+30,916
+2% +$1.08M 0.03% 634
2015
Q3 		$62.8M Sell
1,969,672
-1,254
-0.1% -$43.2K 0.02% 673
2015
Q2 		$69.9M Buy
1,970,926
+183,480
+10% +$6.41M 0.02% 676
2015
Q1 		$58.2M Buy
1,787,446
+62,276
+4% +$2.05M 0.02% 761
2014
Q4 		$53.5M Buy
1,725,170
+20,648
+1% +$631K 0.02% 817
2014
Q3 		$52.4M Buy
1,704,522
+56,454
+3% +$1.81M 0.02% 796
2014
Q2 		$54.1M Sell
1,648,068
-58,674
-3% -$1.89M 0.02% 759
2014
Q1 		$54.5M Buy
1,706,742
+158,246
+10% +$5.13M 0.02% 712
2013
Q4 		$48.9M Sell
1,548,496
-61,212
-4% -$1.83M 0.02% 745
2013
Q3 		$44.5M Buy
1,609,708
+31,460
+2% +$820K 0.02% 739
2013
Q2 		$37.1M Buy
+1,578,248
New +$35.7M 0.02% 788

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Morgan Stanley's BT Position: Q3 2019 in Review

Morgan Stanley sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 1,220,833 shares — an estimated $15.6M sold.

Morgan Stanley first reported a position in BT in Q2 2013 and held it in 25 quarters. The position peaked at $69.9M in Q2 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Morgan Stanley reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Morgan Stanley sold 1,220,833 BT Group plc (ADR) shares in Q3 2019, an estimated $15.6M.
  • Morgan Stanley first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 25 quarters.
  • Morgan Stanley's BT Group plc (ADR) position peaked at $69.9M in Q2 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Morgan Stanley's 13F filing for Q3 2019, filed 14 Nov 2019.