SAM
BT

Symphony Asset Management’s BT Group plc (ADR) BT Stock Holding History

Symphony Asset Management’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
2016
Q1 		– Sell
-17,654
Closed -$611K – 449
2015
Q4 		$611K Sell
17,654
-8,512
-33% -$299K 0.07% 247
2015
Q3 		$834K Buy
26,166
+4,354
+20% +$150K 0.1% 219
2015
Q2 		$773K Sell
21,812
-1,770
-8% -$61.8K 0.1% 213
2015
Q1 		$769K Buy
+23,582
New +$778K 0.09% 217
2014
Q1 		– Sell
-15,800
Closed -$499K – 489
2013
Q4 		$499K Buy
+15,800
New +$471K 0.04% 283

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Symphony Asset Management's BT Position: Q1 2016 in Review

Symphony Asset Management sold out of BT Group plc (ADR) (BT) in Q1 2016, closing a stake of 17,654 shares — an estimated $611K sold.

Symphony Asset Management first reported a position in BT in Q4 2013 and held it in 5 quarters. The position peaked at $834K in Q3 2015. 176 funds tracked by Wall St. Rank hold BT as of Q1 2016.

  • Symphony Asset Management reported no remaining BT Group plc (ADR) position as of Q1 2016 after selling out during the quarter.
  • Symphony Asset Management sold 17,654 BT Group plc (ADR) shares in Q1 2016, an estimated $611K.
  • Symphony Asset Management first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 5 quarters.
  • Symphony Asset Management's BT Group plc (ADR) position peaked at $834K in Q3 2015.
  • 176 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2016.

Based on Symphony Asset Management's 13F filing for Q1 2016, filed 13 May 2016.