SWMG
BT

Signature Wealth Management Group’s BT Group plc (ADR) BT Stock Holding History

Signature Wealth Management Group’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
2018
Q3 		– Sell
-282
Closed -$4K – 356
2018
Q2 		$4K Sell
282
-2,049
-88% -$31.2K ﹤0.01% 278
2018
Q1 		$38K Buy
+2,331
New +$40K 0.03% 113

Other funds holding BT

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Signature Wealth Management Group's BT Position: Q3 2018 in Review

Signature Wealth Management Group sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 282 shares — an estimated $4K sold.

Signature Wealth Management Group first reported a position in BT in Q1 2018 and held it in 2 quarters. The position peaked at $38K in Q1 2018. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

  • Signature Wealth Management Group reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 282 BT Group plc (ADR) shares in Q3 2018, an estimated $4K.
  • Signature Wealth Management Group first reported a position in BT Group plc (ADR) in Q1 2018 and held it in 2 quarters.
  • Signature Wealth Management Group's BT Group plc (ADR) position peaked at $38K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.