PWAG
BT

Polaris Wealth Advisory Group’s BT Group plc (ADR) BT Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-360
Closed -$11K – 208
2013
Q4 		$11K Buy
+360
New +$10.7K ﹤0.01% 143

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polaris Wealth Advisory Group's BT Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of BT Group plc (ADR) (BT) in Q1 2014, closing a stake of 360 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in BT in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 142 funds tracked by Wall St. Rank hold BT as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining BT Group plc (ADR) position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 360 BT Group plc (ADR) shares in Q1 2014, an estimated $11K.
  • Polaris Wealth Advisory Group first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's BT Group plc (ADR) position peaked at $11K in Q4 2013.
  • 142 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.