NFG
BT

Next Financial Group’s BT Group plc (ADR) BT Stock Holding History

Next Financial Group’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
-2,600
Closed -$33K – 2495
2019
Q2 		$33K Sell
2,600
-350
-12% -$4.86K ﹤0.01% 1304
2019
Q1 		$44K Sell
2,950
-6,150
-68% -$92.1K 0.01% 775
2018
Q4 		$138K Buy
+9,100
New +$145K 0.03% 495
2017
Q4 		– Sell
-450
Closed -$8K – 1642
2017
Q3 		$8K Sell
450
-2,650
-85% -$51.8K ﹤0.01% 1313
2017
Q2 		$60K Buy
3,100
+200
+7% +$3.94K 0.01% 723
2017
Q1 		$58K Sell
2,900
-525
-15% -$11K 0.02% 670
2016
Q4 		$79K Sell
3,425
-750
-18% -$17.3K 0.01% 779
2016
Q3 		$106K Sell
4,175
-1,200
-22% -$31.4K 0.02% 642
2016
Q2 		$149K Buy
5,375
+50
+0.9% +$1.57K 0.05% 364
2016
Q1 		$170K Buy
5,325
+75
+1% +$2.51K 0.06% 312
2015
Q4 		$181K Buy
5,250
+200
+4% +$7.02K 0.07% 301
2015
Q3 		$160K Buy
5,050
+300
+6% +$10.3K 0.06% 327
2015
Q2 		$168K Hold
4,750
– – 0.06% 343
2015
Q1 		$154K Sell
4,750
-100
-2% -$3.3K 0.05% 363
2014
Q4 		$150K Buy
4,850
+50
+1% +$1.53K 0.05% 357
2014
Q3 		$148K Buy
4,800
+1,400
+41% +$45K 0.03% 538
2014
Q2 		$107K Buy
+3,400
New +$109K 0.06% 228

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

Next Financial Group's BT Position: Q3 2019 in Review

Next Financial Group sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 2,600 shares — an estimated $33K sold.

Next Financial Group first reported a position in BT in Q2 2014 and held it in 17 quarters. The position peaked at $181K in Q4 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Next Financial Group reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 2,600 BT Group plc (ADR) shares in Q3 2019, an estimated $33K.
  • Next Financial Group first reported a position in BT Group plc (ADR) in Q2 2014 and held it in 17 quarters.
  • Next Financial Group's BT Group plc (ADR) position peaked at $181K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.