SI
BT

Stephens Inc’s BT Group plc (ADR) BT Stock Holding History

Stephens Inc’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
2017
Q3 		– Sell
-11,204
Closed -$217K – 913
2017
Q2 		$217K Buy
11,204
+343
+3% +$6.76K 0.01% 780
2017
Q1 		$218K Buy
+10,861
New +$227K 0.01% 752
2016
Q4 		– Sell
-23,008
Closed -$585K – 833
2016
Q3 		$585K Sell
23,008
-24,459
-52% -$641K 0.03% 473
2016
Q2 		$1.32M Buy
47,467
+4,930
+12% +$155K 0.06% 312
2016
Q1 		$1.36M Buy
42,537
+123
+0.3% +$4.12K 0.07% 285
2015
Q4 		$1.47M Buy
42,414
+166
+0.4% +$5.82K 0.07% 268
2015
Q3 		$1.35M Sell
42,248
-22,870
-35% -$789K 0.07% 284
2015
Q2 		$2.31M Buy
65,118
+10,512
+19% +$367K 0.1% 227
2015
Q1 		$1.78M Buy
54,606
+6,540
+14% +$216K 0.08% 257
2014
Q4 		$1.49M Buy
48,066
+25,980
+118% +$794K 0.07% 271
2014
Q3 		$679K Buy
22,086
+900
+4% +$28.9K 0.03% 419
2014
Q2 		$695K Buy
21,186
+688
+3% +$22.1K 0.04% 408
2014
Q1 		$654K Buy
20,498
+484
+2% +$15.7K 0.04% 412
2013
Q4 		$632K Buy
20,014
+210
+1% +$6.27K 0.03% 444
2013
Q3 		$548K Sell
19,804
-1,248
-6% -$32.5K 0.03% 442
2013
Q2 		$495K Buy
+21,052
New +$476K 0.03% 432

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Stephens Inc's BT Position: Q3 2017 in Review

Stephens Inc sold out of BT Group plc (ADR) (BT) in Q3 2017, closing a stake of 11,204 shares — an estimated $217K sold.

Stephens Inc first reported a position in BT in Q2 2013 and held it in 16 quarters. The position peaked at $2.31M in Q2 2015. 136 funds tracked by Wall St. Rank hold BT as of Q3 2017.

  • Stephens Inc reported no remaining BT Group plc (ADR) position as of Q3 2017 after selling out during the quarter.
  • Stephens Inc sold 11,204 BT Group plc (ADR) shares in Q3 2017, an estimated $217K.
  • Stephens Inc first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 16 quarters.
  • Stephens Inc's BT Group plc (ADR) position peaked at $2.31M in Q2 2015.
  • 136 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2017.

Based on Stephens Inc's 13F filing for Q3 2017, filed 8 Nov 2017.