MUFG Americas’s BT Group plc (ADR) BT Stock Holding History

MUFG Americas’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 Q1	–	Sell	-2,000	Closed	-$36K	–	1075
2017 Q4	$36K	Sell	2,000 -1,500	-43%	-$26.5K	﹤0.01%	626
2017 Q3	$67K	Sell	3,500 -500	-13%	-$9.77K	﹤0.01%	530
2017 Q2	$78K	Sell	4,000 -1,000	-20%	-$19.7K	﹤0.01%	507
2017 Q1	$100K	Hold	5,000	–	–	﹤0.01%	507
2016 Q4	$115K	Hold	5,000	–	–	﹤0.01%	495
2016 Q3	$127K	Hold	5,000	–	–	﹤0.01%	495
2016 Q2	$139K	Sell	5,000 -600	-11%	-$18.8K	﹤0.01%	461
2016 Q1	$180K	Hold	5,600	–	–	0.01%	447
2015 Q4	$194K	Sell	5,600 -400	-7%	-$14K	0.01%	443
2015 Q3	$191K	Sell	6,000 -800	-12%	-$27.6K	0.01%	461
2015 Q2	$241K	Sell	6,800 -800	-11%	-$27.9K	0.01%	444
2015 Q1	$248K	Hold	7,600	–	–	0.01%	453
2014 Q4	$236K	Hold	7,600	–	–	0.01%	466
2014 Q3	$234K	Hold	7,600	–	–	0.01%	476
2014 Q2	$249K	Hold	7,600	–	–	0.01%	459
2014 Q1	$243K	Hold	7,600	–	–	0.01%	460
2013 Q4	$240K	Hold	7,600	–	–	0.01%	463
2013 Q3	$210K	Hold	7,600	–	–	0.01%	491
2013 Q2	$179K	Buy	+7,600	New	+$172K	﹤0.01%	912

Other funds holding BT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

MUFG Americas's BT Position: Q1 2018 in Review

MUFG Americas sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 2,000 shares — an estimated $36K sold.

MUFG Americas first reported a position in BT in Q2 2013 and held it in 19 quarters. The position peaked at $249K in Q2 2014. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

MUFG Americas reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
MUFG Americas sold 2,000 BT Group plc (ADR) shares in Q1 2018, an estimated $36K.
MUFG Americas first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 19 quarters.
MUFG Americas's BT Group plc (ADR) position peaked at $249K in Q2 2014.
159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on MUFG Americas's 13F filing for Q1 2018, filed 7 May 2018.