RWA
BT

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

Ropes Wealth 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
2015
Q4 		– Sell
-6,800
Closed -$217K – 548
2015
Q3 		$217K Buy
+6,800
New +$234K 0.11% 128

Other funds holding BT

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ropes Wealth Advisors's BT Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of BT Group plc (ADR) (BT) in Q4 2015, closing a stake of 6,800 shares — an estimated $217K sold.

Ropes Wealth Advisors first reported a position in BT in Q3 2015 and held it in 1 quarter. The position peaked at $217K in Q3 2015. 165 funds tracked by Wall St. Rank hold BT as of Q4 2015.

  • Ropes Wealth Advisors reported no remaining BT Group plc (ADR) position as of Q4 2015 after selling out during the quarter.
  • Ropes Wealth Advisors sold 6,800 BT Group plc (ADR) shares in Q4 2015, an estimated $217K.
  • Ropes Wealth Advisors first reported a position in BT Group plc (ADR) in Q3 2015 and held it in 1 quarter.
  • Ropes Wealth Advisors's BT Group plc (ADR) position peaked at $217K in Q3 2015.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.