SPIA
BT

Steward Partners Investment Advisory’s BT Group plc (ADR) BT Stock Holding History

Steward Partners Investment 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
2019
Q3 		– Sell
-406
Closed -$5K – 2865
2019
Q2 		$5K Buy
+406
New +$5.64K ﹤0.01% 2253
2018
Q4 		– Sell
-402
Closed -$6K – 2517
2018
Q3 		$6K Buy
+402
New +$5.96K ﹤0.01% 2098
2018
Q2 		– Sell
-786
Closed -$12K – 2605
2018
Q1 		$12K Hold
786
– – ﹤0.01% 1532
2017
Q4 		$14K Sell
786
-107
-12% -$1.89K ﹤0.01% 1256
2017
Q3 		$17K Buy
893
+107
+14% +$2.09K ﹤0.01% 991
2017
Q2 		$15K Hold
786
– – ﹤0.01% 961
2017
Q1 		$15K Hold
786
– – ﹤0.01% 841
2016
Q4 		$18K Buy
+786
New +$18.2K 0.01% 463

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

Steward Partners Investment Advisory's BT Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 406 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in BT in Q4 2016 and held it in 8 quarters. The position peaked at $18K in Q4 2016. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Steward Partners Investment Advisory reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 406 BT Group plc (ADR) shares in Q3 2019, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 8 quarters.
  • Steward Partners Investment Advisory's BT Group plc (ADR) position peaked at $18K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.