SCP
BT

Stamos Capital Partners’s BT Group plc (ADR) BT Stock Holding History

Stamos Capital Partners’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
-37,000
Closed -$467K – 57
2019
Q2 		$467K Buy
+37,000
New +$514K 0.47% 41
2019
Q1 		– Sell
-32,000
Closed -$486K – 91
2018
Q4 		$486K Buy
+32,000
New +$510K 0.37% 59

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

Stamos Capital Partners's BT Position: Q3 2019 in Review

Stamos Capital Partners sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 37,000 shares — an estimated $467K sold.

Stamos Capital Partners first reported a position in BT in Q4 2018 and held it in 2 quarters. The position peaked at $486K in Q4 2018. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Stamos Capital Partners reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Stamos Capital Partners sold 37,000 BT Group plc (ADR) shares in Q3 2019, an estimated $467K.
  • Stamos Capital Partners first reported a position in BT Group plc (ADR) in Q4 2018 and held it in 2 quarters.
  • Stamos Capital Partners's BT Group plc (ADR) position peaked at $486K in Q4 2018.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Stamos Capital Partners's 13F filing for Q3 2019, filed 14 Nov 2019.