OFI Advisors’s BT Group plc (ADR) BT Stock Holding History

OFI 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
2015 Q3	$129K	Buy	4,050 +172	+4%	+$5.93K	0.01%	1394
2015 Q2	$137K	Buy	3,878 +240	+7%	+$8.38K	0.01%	1400
2015 Q1	$119K	Buy	3,638 +334	+10%	+$11K	0.01%	1451
2014 Q4	$102K	Sell	3,304 -6	-0.2%	-$183	0.01%	1469
2014 Q3	$102K	Buy	3,310 +110	+3%	+$3.54K	0.01%	1440
2014 Q2	$105K	Sell	3,200 -12,416	-80%	-$399K	0.01%	1437
2014 Q1	$499K	Buy	15,616 +12,238	+362%	+$397K	0.04%	580
2013 Q4	$107K	Sell	3,378 -456	-12%	-$13.6K	0.01%	1393
2013 Q3	$106K	Sell	3,834 -862	-18%	-$22.5K	0.01%	1308
2013 Q2	$110K	Buy	+4,696	New	+$106K	0.01%	1219

Other funds holding BT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OFI Advisors's BT Position: Q3 2015 in Review

OFI Advisors increased its BT Group plc (ADR) (BT) stake by 4.4% in Q3 2015, buying an estimated $5.93K and bringing the position to 4,050 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #1394.

OFI Advisors first reported a position in BT in Q2 2013 and has held it in 10 quarters since. The position peaked at $499K in Q1 2014. 167 funds tracked by Wall St. Rank hold BT as of Q3 2015.

OFI Advisors held 4,050 shares of BT Group plc (ADR) worth $129K as of Q3 2015.
OFI Advisors bought 172 BT Group plc (ADR) shares in Q3 2015, an estimated $5.93K.
BT Group plc (ADR) made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1394 holding.
OFI Advisors first reported a position in BT Group plc (ADR) in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's BT Group plc (ADR) position peaked at $499K in Q1 2014.
167 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.