Northwestern Mutual Wealth Management
BT

Northwestern Mutual Wealth Management’s BT Group plc (ADR) BT Stock Holding History

Northwestern Mutual Wealth 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
2018
Q3 		– Sell
-1,202
Closed -$17K – 2730
2018
Q2 		$17K Sell
1,202
-118
-9% -$1.79K ﹤0.01% 1666
2018
Q1 		$21K Buy
1,320
+1,202
+1,019% +$20.6K ﹤0.01% 1519
2017
Q4 		$2K Hold
118
– – ﹤0.01% 2181
2017
Q3 		$2K Hold
118
– – ﹤0.01% 2028
2017
Q2 		$2K Hold
118
– – ﹤0.01% 1907
2017
Q1 		$2K Sell
118
-435
-79% -$9.11K ﹤0.01% 1883
2016
Q4 		$13K Buy
+553
New +$12.8K ﹤0.01% 1527
2016
Q3 		– Sell
-255
Closed -$7K – 1791
2016
Q2 		$7K Sell
255
-27
-10% -$848 ﹤0.01% 1508
2016
Q1 		$9K Buy
+282
New +$9.44K ﹤0.01% 1483
2015
Q4 		– Sell
-34
Closed -$1K – 1948
2015
Q3 		$1K Buy
+34
New +$1.17K ﹤0.01% 1619
2015
Q2 		– Sell
-72
Closed -$2K – 1712
2015
Q1 		$2K Hold
72
– – ﹤0.01% 1412
2014
Q4 		$2K Sell
72
-12
-14% -$367 ﹤0.01% 1573
2014
Q3 		$3K Buy
+84
New +$2.7K ﹤0.01% 1154

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's BT Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 1,202 shares — an estimated $17K sold.

Northwestern Mutual Wealth Management first reported a position in BT in Q3 2014 and held it in 13 quarters. The position peaked at $21K in Q1 2018. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,202 BT Group plc (ADR) shares in Q3 2018, an estimated $17K.
  • Northwestern Mutual Wealth Management first reported a position in BT Group plc (ADR) in Q3 2014 and held it in 13 quarters.
  • Northwestern Mutual Wealth Management's BT Group plc (ADR) position peaked at $21K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.