SGA
BT

Strategic Global Advisors’s BT Group plc (ADR) BT Stock Holding History

Strategic Global Advisors’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
-16,116
Closed -$371K – 177
2016
Q4 		$371K Hold
16,116
– – 0.14% 121
2016
Q3 		$448K Hold
16,116
– – 0.17% 111
2016
Q2 		$449K Hold
16,116
– – 0.17% 109
2016
Q1 		$517K Buy
16,116
+3,240
+25% +$108K 0.22% 95
2015
Q4 		$446K Hold
12,876
– – 0.19% 92
2015
Q3 		$410K Buy
12,876
+130
+1% +$4.48K 0.2% 90
2015
Q2 		$452K Buy
12,746
+3,862
+43% +$135K 0.26% 86
2015
Q1 		$289K Hold
8,884
– – 0.21% 106
2014
Q4 		$275K Buy
+8,884
New +$272K 0.24% 105

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

Strategic Global Advisors's BT Position: Q1 2017 in Review

Strategic Global Advisors sold out of BT Group plc (ADR) (BT) in Q1 2017, closing a stake of 16,116 shares — an estimated $371K sold.

Strategic Global Advisors first reported a position in BT in Q4 2014 and held it in 9 quarters. The position peaked at $517K in Q1 2016. 151 funds tracked by Wall St. Rank hold BT as of Q1 2017.

  • Strategic Global Advisors reported no remaining BT Group plc (ADR) position as of Q1 2017 after selling out during the quarter.
  • Strategic Global Advisors sold 16,116 BT Group plc (ADR) shares in Q1 2017, an estimated $371K.
  • Strategic Global Advisors first reported a position in BT Group plc (ADR) in Q4 2014 and held it in 9 quarters.
  • Strategic Global Advisors's BT Group plc (ADR) position peaked at $517K in Q1 2016.
  • 151 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2017.

Based on Strategic Global Advisors's 13F filing for Q1 2017, filed 12 May 2017.