UBS Group
BT

UBS Group’s BT Group plc (ADR) BT Stock Holding History

UBS Group’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
-74,625
Closed -$953K – 8525
2019
Q2 		$953K Sell
74,625
-29,145
-28% -$405K ﹤0.01% 3790
2019
Q1 		$1.53M Buy
103,770
+20,517
+25% +$307K ﹤0.01% 3227
2018
Q4 		$1.27M Buy
83,253
+16,653
+25% +$265K ﹤0.01% 3463
2018
Q3 		$984K Sell
66,600
-7,418
-10% -$110K ﹤0.01% 3866
2018
Q2 		$1.07M Buy
74,018
+21,285
+40% +$324K ﹤0.01% 3732
2018
Q1 		$852K Buy
52,733
+16,074
+44% +$276K ﹤0.01% 3845
2017
Q4 		$668K Buy
36,659
+6,402
+21% +$113K ﹤0.01% 4089
2017
Q3 		$582K Sell
30,257
-18,871
-38% -$369K ﹤0.01% 4103
2017
Q2 		$954K Sell
49,128
-150,486
-75% -$2.97M ﹤0.01% 3658
2017
Q1 		$4.01M Buy
199,614
+11,308
+6% +$237K ﹤0.01% 2283
2016
Q4 		$4.34M Buy
188,306
+104,054
+124% +$2.4M ﹤0.01% 2221
2016
Q3 		$2.14M Sell
84,252
-11,931
-12% -$313K ﹤0.01% 2774
2016
Q2 		$2.68M Buy
96,183
+16,367
+21% +$514K ﹤0.01% 2519
2016
Q1 		$2.56M Sell
79,816
-309
-0.4% -$10.3K ﹤0.01% 2449
2015
Q4 		$2.77M Buy
80,125
+5,581
+7% +$196K ﹤0.01% 2497
2015
Q3 		$2.38M Sell
74,544
-26,194
-26% -$903K ﹤0.01% 2576
2015
Q2 		$3.57M Buy
100,738
+4,242
+4% +$148K ﹤0.01% 2417
2015
Q1 		$3.15M Sell
96,496
-46,422
-32% -$1.53M ﹤0.01% 2502
2014
Q4 		$4.43M Buy
+142,918
New +$4.37M ﹤0.01% 2200

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

UBS Group's BT Position: Q3 2019 in Review

UBS Group sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 74,625 shares — an estimated $953K sold.

UBS Group first reported a position in BT in Q4 2014 and held it in 19 quarters. The position peaked at $4.43M in Q4 2014. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • UBS Group reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • UBS Group sold 74,625 BT Group plc (ADR) shares in Q3 2019, an estimated $953K.
  • UBS Group first reported a position in BT Group plc (ADR) in Q4 2014 and held it in 19 quarters.
  • UBS Group's BT Group plc (ADR) position peaked at $4.43M in Q4 2014.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on UBS Group's 13F filing for Q3 2019, filed 14 Nov 2019.