SIA
BT

Sit Investment Associates’s BT Group plc (ADR) BT Stock Holding History

Sit Investment Associates’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
Q3 		– Sell
-32,100
Closed -$410K – 550
2019
Q2 		$410K Hold
32,100
– – 0.01% 402
2019
Q1 		$475K Hold
32,100
– – 0.02% 399
2018
Q4 		$488K Sell
32,100
-10,300
-24% -$164K 0.02% 390
2018
Q3 		$626K Hold
42,400
– – 0.02% 369
2018
Q2 		$613K Sell
42,400
-36,050
-46% -$548K 0.02% 397
2018
Q1 		$1.27M Sell
78,450
-5,350
-6% -$91.9K 0.03% 331
2017
Q4 		$1.53M Sell
83,800
-654,100
-89% -$11.6M 0.04% 325
2017
Q3 		$14.2M Buy
737,900
+16,820
+2% +$329K 0.35% 94
2017
Q2 		$14M Buy
721,080
+659,380
+1,069% +$13M 0.35% 92
2017
Q1 		$1.24M Buy
+61,700
New +$1.29M 0.03% 332

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Sit Investment Associates's BT Position: Q3 2019 in Review

Sit Investment Associates sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 32,100 shares — an estimated $410K sold.

Sit Investment Associates first reported a position in BT in Q1 2017 and held it in 10 quarters. The position peaked at $14.2M in Q3 2017. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Sit Investment Associates reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Sit Investment Associates sold 32,100 BT Group plc (ADR) shares in Q3 2019, an estimated $410K.
  • Sit Investment Associates first reported a position in BT Group plc (ADR) in Q1 2017 and held it in 10 quarters.
  • Sit Investment Associates's BT Group plc (ADR) position peaked at $14.2M in Q3 2017.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Sit Investment Associates's 13F filing for Q3 2019, filed 13 Nov 2019.