OC
BT

Oppenheimer & Co’s BT Group plc (ADR) BT Stock Holding History

Oppenheimer & Co’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
-13,810
Closed -$176K – 1362
2019
Q2 		$176K Sell
13,810
-90
-0.6% -$1.25K ﹤0.01% 1207
2019
Q1 		$206K Sell
13,900
-219
-2% -$3.28K 0.01% 1211
2018
Q4 		$215K Buy
+14,119
New +$225K 0.01% 1079
2018
Q2 		– Sell
-24,534
Closed -$396K – 1418
2018
Q1 		$396K Buy
+24,534
New +$421K 0.01% 942
2017
Q2 		– Sell
-15,200
Closed -$305K – 1377
2017
Q1 		$305K Sell
15,200
-17,514
-54% -$367K 0.01% 992
2016
Q4 		$753K Sell
32,714
-13,114
-29% -$303K 0.02% 652
2016
Q3 		$1.17M Buy
+45,828
New +$1.2M 0.03% 529

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

Oppenheimer & Co's BT Position: Q3 2019 in Review

Oppenheimer & Co sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 13,810 shares — an estimated $176K sold.

Oppenheimer & Co first reported a position in BT in Q3 2016 and held it in 7 quarters. The position peaked at $1.17M in Q3 2016. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Oppenheimer & Co reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Oppenheimer & Co sold 13,810 BT Group plc (ADR) shares in Q3 2019, an estimated $176K.
  • Oppenheimer & Co first reported a position in BT Group plc (ADR) in Q3 2016 and held it in 7 quarters.
  • Oppenheimer & Co's BT Group plc (ADR) position peaked at $1.17M in Q3 2016.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Oppenheimer & Co's 13F filing for Q3 2019, filed 31 Oct 2019.