MYIA
BT

Mount Yale Investment Advisors’s BT Group plc (ADR) BT Stock Holding History

Mount Yale Investment Advisors’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
-17,364
Closed -$200K – 343
2019
Q2 		$200K Sell
17,364
-8,005
-32% -$111K 0.04% 292
2019
Q1 		$375K Buy
25,369
+7,285
+40% +$109K 0.07% 228
2018
Q4 		$267K Buy
18,084
+878
+5% +$14K 0.05% 269
2018
Q3 		$284K Buy
+17,206
New +$255K 0.05% 264
2018
Q2 		– Sell
-132
Closed -$2K – 1032
2018
Q1 		$2K Buy
+132
New +$2.27K ﹤0.01% 920

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

Mount Yale Investment Advisors's BT Position: Q3 2019 in Review

Mount Yale Investment Advisors sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 17,364 shares — an estimated $200K sold.

Mount Yale Investment Advisors first reported a position in BT in Q1 2018 and held it in 5 quarters. The position peaked at $375K in Q1 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Mount Yale Investment Advisors reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 17,364 BT Group plc (ADR) shares in Q3 2019, an estimated $200K.
  • Mount Yale Investment Advisors first reported a position in BT Group plc (ADR) in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's BT Group plc (ADR) position peaked at $375K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.