RFA
BT

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

Reilly Financial 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
2013
Q3 		– Sell
-48
Closed -$1K – 813
2013
Q2 		$1K Buy
+48
New +$1.09K ﹤0.01% 806

Other funds holding BT

IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
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
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reilly Financial Advisors's BT Position: Q3 2013 in Review

Reilly Financial Advisors sold out of BT Group plc (ADR) (BT) in Q3 2013, closing a stake of 48 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in BT in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 118 funds tracked by Wall St. Rank hold BT as of Q3 2013.

  • Reilly Financial Advisors reported no remaining BT Group plc (ADR) position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 48 BT Group plc (ADR) shares in Q3 2013, an estimated $1K.
  • Reilly Financial Advisors first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's BT Group plc (ADR) position peaked at $1K in Q2 2013.
  • 118 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.