STA
BT

Summit Trail Advisors’s BT Group plc (ADR) BT Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-647
Closed -$12K – 2005
2017
Q4 		$12K Buy
+647
New +$11.4K ﹤0.01% 1185

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Summit Trail Advisors's BT Position: Q1 2018 in Review

Summit Trail Advisors sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 647 shares — an estimated $12K sold.

Summit Trail Advisors first reported a position in BT in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

  • Summit Trail Advisors reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 647 BT Group plc (ADR) shares in Q1 2018, an estimated $12K.
  • Summit Trail Advisors first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's BT Group plc (ADR) position peaked at $12K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.