NCIM
BT

New Century Investment Management’s BT Group plc (ADR) BT Stock Holding History

New Century Investment 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
2014
Q4 		– Sell
-43,800
Closed -$1.35M – 105
2014
Q3 		$1.35M Buy
43,800
+2,200
+5% +$70.7K 0.7% 56
2014
Q2 		$1.36M Hold
41,600
– – 0.74% 56
2014
Q1 		$1.33M Buy
41,600
+2,400
+6% +$77.8K 0.76% 58
2013
Q4 		$1.24M Hold
39,200
– – 0.74% 60
2013
Q3 		$1.08M Buy
+39,200
New +$1.02M 0.74% 65

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

New Century Investment Management's BT Position: Q4 2014 in Review

New Century Investment Management sold out of BT Group plc (ADR) (BT) in Q4 2014, closing a stake of 43,800 shares — an estimated $1.35M sold.

New Century Investment Management first reported a position in BT in Q3 2013 and held it in 5 quarters. The position peaked at $1.36M in Q2 2014. 165 funds tracked by Wall St. Rank hold BT as of Q4 2014.

  • New Century Investment Management reported no remaining BT Group plc (ADR) position as of Q4 2014 after selling out during the quarter.
  • New Century Investment Management sold 43,800 BT Group plc (ADR) shares in Q4 2014, an estimated $1.35M.
  • New Century Investment Management first reported a position in BT Group plc (ADR) in Q3 2013 and held it in 5 quarters.
  • New Century Investment Management's BT Group plc (ADR) position peaked at $1.36M in Q2 2014.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2014.

Based on New Century Investment Management's 13F filing for Q4 2014, filed 20 Jan 2015.