PWM
BT

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

Perigon 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
2017
Q2 		– Sell
-2,245
Closed -$45K – 638
2017
Q1 		$45K Sell
2,245
-563
-20% -$11.8K 0.01% 401
2016
Q4 		$57K Buy
+2,808
New +$64.9K 0.01% 345

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's BT Position: Q2 2017 in Review

Perigon Wealth Management sold out of BT Group plc (ADR) (BT) in Q2 2017, closing a stake of 2,245 shares — an estimated $45K sold.

Perigon Wealth Management first reported a position in BT in Q4 2016 and held it in 2 quarters. The position peaked at $57K in Q4 2016. 137 funds tracked by Wall St. Rank hold BT as of Q2 2017.

  • Perigon Wealth Management reported no remaining BT Group plc (ADR) position as of Q2 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 2,245 BT Group plc (ADR) shares in Q2 2017, an estimated $45K.
  • Perigon Wealth Management first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 2 quarters.
  • Perigon Wealth Management's BT Group plc (ADR) position peaked at $57K in Q4 2016.
  • 137 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2017.

Based on Perigon Wealth Management's 13F filing for Q2 2017, filed 12 Sep 2017.