RIA
BT

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

Realta Investment 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
Q4 		– Sell
-500
Closed -$5K – 1742
2019
Q3 		$5K Hold
500
– – ﹤0.01% 1353
2019
Q2 		$6K Hold
500
– – ﹤0.01% 1346
2019
Q1 		$7K Buy
+500
New +$7.49K ﹤0.01% 1012

Other funds holding BT

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Realta Investment Advisors's BT Position: Q4 2019 in Review

Realta Investment Advisors sold out of BT Group plc (ADR) (BT) in Q4 2019, closing a stake of 500 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in BT in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2019. 7 funds tracked by Wall St. Rank hold BT as of Q4 2019.

  • Realta Investment Advisors reported no remaining BT Group plc (ADR) position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 500 BT Group plc (ADR) shares in Q4 2019, an estimated $5K.
  • Realta Investment Advisors first reported a position in BT Group plc (ADR) in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's BT Group plc (ADR) position peaked at $7K in Q1 2019.
  • 7 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.