OFW
BT

Omnia Family Wealth’s BT Group plc (ADR) BT Stock Holding History

Omnia Family Wealth’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
-770
Closed -$14K – 647
2017
Q4 		$14K Hold
770
– – 0.01% 265
2017
Q3 		$15K Hold
770
– – 0.01% 235
2017
Q2 		$15K Hold
770
– – 0.01% 243
2017
Q1 		$15K Hold
770
– – 0.01% 243
2016
Q4 		$18K Buy
+770
New +$17.8K 0.01% 226

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
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

Omnia Family Wealth's BT Position: Q1 2018 in Review

Omnia Family Wealth sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 770 shares — an estimated $14K sold.

Omnia Family Wealth first reported a position in BT in Q4 2016 and held it in 5 quarters. The position peaked at $18K in Q4 2016. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

  • Omnia Family Wealth reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 770 BT Group plc (ADR) shares in Q1 2018, an estimated $14K.
  • Omnia Family Wealth first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 5 quarters.
  • Omnia Family Wealth's BT Group plc (ADR) position peaked at $18K in Q4 2016.
  • 159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.