TF
BT

Tompkins Financial’s BT Group plc (ADR) BT Stock Holding History

Tompkins Financial’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
Q3 		– Sell
-206
Closed -$6K – 514
2016
Q2 		$6K Hold
206
– – ﹤0.01% 439
2016
Q1 		$7K Hold
206
– – ﹤0.01% 424
2015
Q4 		$7K Hold
206
– – ﹤0.01% 444
2015
Q3 		$7K Hold
206
– – ﹤0.01% 438
2015
Q2 		$7K Hold
206
– – ﹤0.01% 446
2015
Q1 		$7K Hold
206
– – ﹤0.01% 454
2014
Q4 		$6K Hold
206
– – ﹤0.01% 417
2014
Q3 		$6K Hold
206
– – ﹤0.01% 418
2014
Q2 		$7K Hold
206
– – ﹤0.01% 425
2014
Q1 		$7K Hold
206
– – ﹤0.01% 418
2013
Q4 		$7K Buy
+206
New +$6.15K ﹤0.01% 445

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Tompkins Financial's BT Position: Q3 2016 in Review

Tompkins Financial sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 206 shares — an estimated $6K sold.

Tompkins Financial first reported a position in BT in Q4 2013 and held it in 11 quarters. The position peaked at $7K in Q1 2016. 147 funds tracked by Wall St. Rank hold BT as of Q3 2016.

  • Tompkins Financial reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
  • Tompkins Financial sold 206 BT Group plc (ADR) shares in Q3 2016, an estimated $6K.
  • Tompkins Financial first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 11 quarters.
  • Tompkins Financial's BT Group plc (ADR) position peaked at $7K in Q1 2016.
  • 147 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on Tompkins Financial's 13F filing for Q3 2016, filed 13 Oct 2016.