Rational Advisors’s BT Group plc (ADR) BT Stock Holding History

Rational Advisors’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
2018 Q3	–	Sell	-7,977	Closed	-$115K	–	575
2018 Q2	$115K	Hold	7,977	–	–	0.05%	232
2018 Q1	$129K	Hold	7,977	–	–	0.06%	248
2017 Q4	$145K	Hold	7,977	–	–	0.08%	210
2017 Q3	$153K	Hold	7,977	–	–	0.08%	229
2017 Q2	$155K	Hold	7,977	–	–	0.1%	203
2017 Q1	$160K	Buy	7,977 +997	+14%	+$20.9K	0.11%	177
2016 Q4	$168K	Buy	+6,980	New	+$161K	0.16%	130

Other funds holding BT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Rational Advisors's BT Position: Q3 2018 in Review

Rational Advisors sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 7,977 shares — an estimated $115K sold.

Rational Advisors first reported a position in BT in Q4 2016 and held it in 7 quarters. The position peaked at $168K in Q4 2016. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

Rational Advisors reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
Rational Advisors sold 7,977 BT Group plc (ADR) shares in Q3 2018, an estimated $115K.
Rational Advisors first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 7 quarters.
Rational Advisors's BT Group plc (ADR) position peaked at $168K in Q4 2016.
131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

Based on Rational Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.