RJFSA
BT

Raymond James Financial Services Advisors’s BT Group plc (ADR) BT Stock Holding History

Raymond James Financial Services 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
2019
Q3 		– Sell
-83,702
Closed -$1.07M – 2967
2019
Q2 		$1.07M Buy
83,702
+17,846
+27% +$248K ﹤0.01% 1463
2019
Q1 		$974K Buy
65,856
+54,633
+487% +$818K ﹤0.01% 1465
2018
Q4 		$171K Buy
+11,223
New +$179K ﹤0.01% 2307
2017
Q4 		– Sell
-14,043
Closed -$270K – 2758
2017
Q3 		$270K Sell
14,043
-2,892
-17% -$56.5K ﹤0.01% 2088
2017
Q2 		$329K Buy
16,935
+1,204
+8% +$23.7K ﹤0.01% 1940
2017
Q1 		$316K Buy
+15,731
New +$329K ﹤0.01% 1865
2016
Q2 		– Sell
-48,477
Closed -$1.55M – 2357
2016
Q1 		$1.55M Buy
48,477
+2,566
+6% +$85.9K 0.02% 731
2015
Q4 		$1.59M Buy
45,911
+315
+0.7% +$11.1K 0.02% 731
2015
Q3 		$1.45M Buy
+45,596
New +$1.57M 0.02% 637
2014
Q4 		– Sell
-40,300
Closed -$1.24M – 589
2014
Q3 		$1.24M Sell
40,300
-200
-0.5% -$6.43K 0.07% 304
2014
Q2 		$1.33M Buy
+40,500
New +$1.3M 0.08% 273
2013
Q4 		– Sell
-29,900
Closed -$827K – 529
2013
Q3 		$827K Buy
+29,900
New +$779K 0.05% 339

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

Raymond James Financial Services Advisors's BT Position: Q3 2019 in Review

Raymond James Financial Services Advisors sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 83,702 shares — an estimated $1.07M sold.

Raymond James Financial Services Advisors first reported a position in BT in Q3 2013 and held it in 12 quarters. The position peaked at $1.59M in Q4 2015. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Raymond James Financial Services Advisors reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 83,702 BT Group plc (ADR) shares in Q3 2019, an estimated $1.07M.
  • Raymond James Financial Services Advisors first reported a position in BT Group plc (ADR) in Q3 2013 and held it in 12 quarters.
  • Raymond James Financial Services Advisors's BT Group plc (ADR) position peaked at $1.59M in Q4 2015.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.