Trust Company of Vermont’s BT Group plc (ADR) BT Stock Holding History

Trust Company of Vermont’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 Q3	–	Sell	-120	Closed	-$2K	–	1120
2018 Q2	$2K	Sell	120 -400	-77%	-$6.08K	﹤0.01%	1040
2018 Q1	$8K	Hold	520	–	–	﹤0.01%	788
2017 Q4	$9K	Hold	520	–	–	﹤0.01%	783
2017 Q3	$10K	Hold	520	–	–	﹤0.01%	739
2017 Q2	$10K	Hold	520	–	–	﹤0.01%	738
2017 Q1	$10K	Hold	520	–	–	﹤0.01%	717
2016 Q4	$12K	Hold	520	–	–	﹤0.01%	683
2016 Q3	$13K	Hold	520	–	–	﹤0.01%	635
2016 Q2	$14K	Hold	520	–	–	﹤0.01%	574
2016 Q1	$17K	Hold	520	–	–	﹤0.01%	550
2015 Q4	$18K	Hold	520	–	–	﹤0.01%	553
2015 Q3	$17K	Hold	520	–	–	﹤0.01%	564
2015 Q2	$18K	Hold	520	–	–	﹤0.01%	574
2015 Q1	$17K	Hold	520	–	–	﹤0.01%	581
2014 Q4	$16K	Hold	520	–	–	﹤0.01%	591
2014 Q3	$16K	Hold	520	–	–	﹤0.01%	591
2014 Q2	$17K	Hold	520	–	–	﹤0.01%	555
2014 Q1	$17K	Hold	520	–	–	﹤0.01%	547
2013 Q4	$16K	Hold	520	–	–	﹤0.01%	530
2013 Q3	$14K	Hold	520	–	–	﹤0.01%	535
2013 Q2	$12K	Buy	+520	New	+$11.8K	﹤0.01%	555

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Trust Company of Vermont's BT Position: Q3 2018 in Review

Trust Company of Vermont sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 120 shares — an estimated $2K sold.

Trust Company of Vermont first reported a position in BT in Q2 2013 and held it in 21 quarters. The position peaked at $18K in Q4 2015. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

Trust Company of Vermont reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
Trust Company of Vermont sold 120 BT Group plc (ADR) shares in Q3 2018, an estimated $2K.
Trust Company of Vermont first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 21 quarters.
Trust Company of Vermont's BT Group plc (ADR) position peaked at $18K in Q4 2015.
131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

Based on Trust Company of Vermont's 13F filing for Q3 2018, filed 26 Oct 2018.