TL
BT

TrueWealth LLC’s BT Group plc (ADR) BT Stock Holding History

TrueWealth LLC’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
-107
Closed -$1K – 755
2019
Q2 		$1K Hold
107
– – ﹤0.01% 717
2019
Q1 		$2K Hold
107
– – ﹤0.01% 679
2018
Q4 		$2K Hold
107
– – ﹤0.01% 679
2018
Q3 		$2K Hold
107
– – ﹤0.01% 751
2018
Q2 		$2K Hold
107
– – ﹤0.01% 760
2018
Q1 		$2K Hold
107
– – ﹤0.01% 728
2017
Q4 		$2K Buy
+107
New +$1.89K ﹤0.01% 829

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

TrueWealth LLC's BT Position: Q3 2019 in Review

TrueWealth LLC sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 107 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in BT in Q4 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2019. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • TrueWealth LLC reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • TrueWealth LLC sold 107 BT Group plc (ADR) shares in Q3 2019, an estimated $1K.
  • TrueWealth LLC first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 7 quarters.
  • TrueWealth LLC's BT Group plc (ADR) position peaked at $2K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.