Stifel Financial
BT

Stifel Financial’s BT Group plc (ADR) BT Stock Holding History

Stifel Financial’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
Q1 		– Sell
-8,812
Closed -$203K – 2640
2016
Q4 		$203K Sell
8,812
-4,289
-33% -$99.1K ﹤0.01% 2254
2016
Q3 		$335K Sell
13,101
-5,305
-29% -$139K ﹤0.01% 1934
2016
Q2 		$513K Buy
18,406
+5,630
+44% +$177K ﹤0.01% 1745
2016
Q1 		$410K Sell
12,776
-7,969
-38% -$267K ﹤0.01% 1689
2015
Q4 		$719K Sell
20,745
-1,163
-5% -$40.8K ﹤0.01% 1460
2015
Q3 		$697K Buy
21,908
+1,274
+6% +$43.9K ﹤0.01% 1377
2015
Q2 		$721K Buy
20,634
+14,124
+217% +$493K ﹤0.01% 1500
2015
Q1 		$212K Buy
6,510
+4
+0.1% +$132 ﹤0.01% 2087
2014
Q4 		$202K Sell
6,506
-150
-2% -$4.58K ﹤0.01% 2096
2014
Q3 		$205K Buy
6,656
+76
+1% +$2.44K ﹤0.01% 2004
2014
Q2 		$216K Buy
6,580
+234
+4% +$7.52K ﹤0.01% 1963
2014
Q1 		$203K Buy
+6,346
New +$206K ﹤0.01% 1920

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Stifel Financial's BT Position: Q1 2017 in Review

Stifel Financial sold out of BT Group plc (ADR) (BT) in Q1 2017, closing a stake of 8,812 shares — an estimated $203K sold.

Stifel Financial first reported a position in BT in Q1 2014 and held it in 12 quarters. The position peaked at $721K in Q2 2015. 151 funds tracked by Wall St. Rank hold BT as of Q1 2017.

  • Stifel Financial reported no remaining BT Group plc (ADR) position as of Q1 2017 after selling out during the quarter.
  • Stifel Financial sold 8,812 BT Group plc (ADR) shares in Q1 2017, an estimated $203K.
  • Stifel Financial first reported a position in BT Group plc (ADR) in Q1 2014 and held it in 12 quarters.
  • Stifel Financial's BT Group plc (ADR) position peaked at $721K in Q2 2015.
  • 151 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2017.

Based on Stifel Financial's 13F filing for Q1 2017, filed 10 May 2017.