MIS
BT

Morningstar Investment Services’s BT Group plc (ADR) BT Stock Holding History

Morningstar Investment 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
2019
Q3 		– Sell
-2,050,849
Closed -$26.2M – 217
2019
Q2 		$26.2M Buy
2,050,849
+131,756
+7% +$1.83M 0.43% 75
2019
Q1 		$28.4M Buy
1,919,093
+898,961
+88% +$13.5M 0.49% 70
2018
Q4 		$15.5M Sell
1,020,132
-52,270
-5% -$832K 0.3% 90
2018
Q3 		$15.8M Sell
1,072,402
-43,498
-4% -$645K 0.29% 93
2018
Q2 		$16.1M Sell
1,115,900
-170,402
-13% -$2.59M 0.3% 89
2018
Q1 		$20.8M Buy
+1,286,302
New +$22.1M 0.4% 76

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 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 $15.7B AUM 36.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Morningstar Investment Services's BT Position: Q3 2019 in Review

Morningstar Investment Services sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 2,050,849 shares — an estimated $26.2M sold.

Morningstar Investment Services first reported a position in BT in Q1 2018 and held it in 6 quarters. The position peaked at $28.4M in Q1 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Morningstar Investment Services reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Morningstar Investment Services sold 2,050,849 BT Group plc (ADR) shares in Q3 2019, an estimated $26.2M.
  • Morningstar Investment Services first reported a position in BT Group plc (ADR) in Q1 2018 and held it in 6 quarters.
  • Morningstar Investment Services's BT Group plc (ADR) position peaked at $28.4M in Q1 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Morningstar Investment Services's 13F filing for Q3 2019, filed 12 Nov 2019.