SWP
BT

Stratos Wealth Partners’s BT Group plc (ADR) BT Stock Holding History

Stratos Wealth 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
2018
Q2 		– Sell
-546
Closed -$9K – 2992
2018
Q1 		$9K Sell
546
-164
-23% -$2.82K ﹤0.01% 2403
2017
Q4 		$13K Buy
+710
New +$12.6K ﹤0.01% 2067
2016
Q3 		– Sell
-13,244
Closed -$369K – 725
2016
Q2 		$369K Buy
+13,244
New +$416K 0.03% 396

Other funds holding BT

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's BT Position: Q2 2018 in Review

Stratos Wealth Partners sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 546 shares — an estimated $9K sold.

Stratos Wealth Partners first reported a position in BT in Q2 2016 and held it in 3 quarters. The position peaked at $369K in Q2 2016. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

  • Stratos Wealth Partners reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 546 BT Group plc (ADR) shares in Q2 2018, an estimated $9K.
  • Stratos Wealth Partners first reported a position in BT Group plc (ADR) in Q2 2016 and held it in 3 quarters.
  • Stratos Wealth Partners's BT Group plc (ADR) position peaked at $369K in Q2 2016.
  • 135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.