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

SWS 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	-4,432	Closed	-$71K	–	356
2018 Q1	$71K	Buy	4,432 +566	+15%	+$9.72K	0.05%	116
2017 Q4	$70K	Buy	+3,866	New	+$68.4K	0.05%	114

Other funds holding BT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWS Partners's BT Position: Q2 2018 in Review

SWS Partners sold out of BT Group plc (ADR) (BT) in Q2 2018, closing a stake of 4,432 shares — an estimated $71K sold.

SWS Partners first reported a position in BT in Q4 2017 and held it in 2 quarters. The position peaked at $71K in Q1 2018. 135 funds tracked by Wall St. Rank hold BT as of Q2 2018.

SWS Partners reported no remaining BT Group plc (ADR) position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 4,432 BT Group plc (ADR) shares in Q2 2018, an estimated $71K.
SWS Partners first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 2 quarters.
SWS Partners's BT Group plc (ADR) position peaked at $71K in Q1 2018.
135 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2018.

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