PCP
BT

Proficio Capital Partners’s BT Group plc (ADR) BT Stock Holding History

Proficio Capital Partners’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
-40
Closed -$1K – 1930
2019
Q2 		$1K Sell
40
-90
-69% -$1.25K ﹤0.01% 1914
2019
Q1 		$2K Sell
130
-2,381
-95% -$35.7K ﹤0.01% 1454
2018
Q4 		$38K Buy
2,511
+953
+61% +$15.2K 0.02% 371
2018
Q3 		$23K Sell
1,558
-357
-19% -$5.29K 0.01% 554
2018
Q2 		$28K Sell
1,915
-308
-14% -$4.68K 0.01% 501
2018
Q1 		$36K Buy
2,223
+40
+2% +$687 0.01% 437
2017
Q4 		$40K Buy
2,183
+1,400
+179% +$24.8K 0.01% 400
2017
Q3 		$15K Sell
783
-556
-42% -$10.9K 0.01% 676
2017
Q2 		$28K Sell
1,339
-45
-3% -$887 0.01% 516
2017
Q1 		$28K Sell
1,384
-324
-19% -$6.78K 0.01% 528
2016
Q4 		$39K Buy
1,708
+854
+100% +$19.7K 0.02% 308
2016
Q3 		$22K Buy
854
+383
+81% +$10K 0.01% 413
2016
Q2 		$13K Buy
471
+178
+61% +$5.59K 0.01% 519
2016
Q1 		$9K Buy
293
+54
+23% +$1.81K 0.01% 430
2015
Q4 		$8K Buy
+239
New +$8.39K 0.01% 321

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

Proficio Capital Partners's BT Position: Q3 2019 in Review

Proficio Capital Partners sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 40 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in BT in Q4 2015 and held it in 15 quarters. The position peaked at $40K in Q4 2017. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Proficio Capital Partners reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 40 BT Group plc (ADR) shares in Q3 2019, an estimated $1K.
  • Proficio Capital Partners first reported a position in BT Group plc (ADR) in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's BT Group plc (ADR) position peaked at $40K in Q4 2017.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.