RFWA
BT

RPg Family Wealth Advisory’s BT Group plc (ADR) BT Stock Holding History

RPg Family Wealth Advisory’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
2016
Q4 		– Sell
-435
Closed -$11.1K – 300
2016
Q3 		$11.1K Buy
+435
New +$11.4K 0.01% 229
2016
Q2 		– Sell
-477
Closed -$15.3K – 288
2016
Q1 		$15.3K Buy
+477
New +$16K 0.01% 213

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

RPg Family Wealth Advisory's BT Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of BT Group plc (ADR) (BT) in Q4 2016, closing a stake of 435 shares — an estimated $11.1K sold.

RPg Family Wealth Advisory first reported a position in BT in Q1 2016 and held it in 2 quarters. The position peaked at $15.3K in Q1 2016. 158 funds tracked by Wall St. Rank hold BT as of Q4 2016.

  • RPg Family Wealth Advisory reported no remaining BT Group plc (ADR) position as of Q4 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 435 BT Group plc (ADR) shares in Q4 2016, an estimated $11.1K.
  • RPg Family Wealth Advisory first reported a position in BT Group plc (ADR) in Q1 2016 and held it in 2 quarters.
  • RPg Family Wealth Advisory's BT Group plc (ADR) position peaked at $15.3K in Q1 2016.
  • 158 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.