PI
BT

Placemark Investments’s BT Group plc (ADR) BT Stock Holding History

Placemark Investments’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
2014
Q4 		$2.73M Sell
87,966
-3,392
-4% -$104K 0.05% 466
2014
Q3 		$2.81M Buy
91,358
+2,046
+2% +$65.7K 0.05% 435
2014
Q2 		$2.93M Sell
89,312
-2,794
-3% -$89.8K 0.05% 436
2014
Q1 		$2.94M Sell
92,106
-1,106
-1% -$35.9K 0.06% 405
2013
Q4 		$2.94M Sell
93,212
-1,246
-1% -$37.2K 0.05% 435
2013
Q3 		$2.61M Sell
94,458
-79,238
-46% -$2.07M 0.05% 431
2013
Q2 		$4.08M Buy
+173,696
New +$3.93M 0.09% 279

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Placemark Investments's BT Position: Q4 2014 in Review

Placemark Investments reduced its BT Group plc (ADR) (BT) stake by 3.7% in Q4 2014, selling an estimated $104K and leaving 87,966 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #466.

Placemark Investments first reported a position in BT in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.08M in Q2 2013. 165 funds tracked by Wall St. Rank hold BT as of Q4 2014.

  • Placemark Investments held 87,966 shares of BT Group plc (ADR) worth $2.73M as of Q4 2014.
  • Placemark Investments sold 3,392 BT Group plc (ADR) shares in Q4 2014, an estimated $104K.
  • BT Group plc (ADR) made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #466 holding.
  • Placemark Investments first reported a position in BT Group plc (ADR) in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's BT Group plc (ADR) position peaked at $4.08M in Q2 2013.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.