SGI
BT

Summit Global Investments’s BT Group plc (ADR) BT Stock Holding History

Summit Global Investments’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
-45,380
Closed -$580K – 306
2019
Q2 		$580K Buy
45,380
+3,950
+10% +$54.9K 0.07% 263
2019
Q1 		$613K Buy
+41,430
New +$621K 0.08% 245

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

Summit Global Investments's BT Position: Q3 2019 in Review

Summit Global Investments sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 45,380 shares — an estimated $580K sold.

Summit Global Investments first reported a position in BT in Q1 2019 and held it in 2 quarters. The position peaked at $613K in Q1 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Summit Global Investments reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Summit Global Investments sold 45,380 BT Group plc (ADR) shares in Q3 2019, an estimated $580K.
  • Summit Global Investments first reported a position in BT Group plc (ADR) in Q1 2019 and held it in 2 quarters.
  • Summit Global Investments's BT Group plc (ADR) position peaked at $613K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Summit Global Investments's 13F filing for Q3 2019, filed 8 Nov 2019.