United Capital Financial Advisors’s BT Group plc (ADR) BT Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-7,372	Closed	-$236K	–	1305
2016 Q1	$236K	Sell	7,372 -152,058	-95%	-$5.09M	﹤0.01%	1077
2015 Q4	$5.52M	Buy	159,430 +14,174	+10%	+$497K	0.06%	311
2015 Q3	$4.63M	Buy	145,256 +15,288	+12%	+$527K	0.06%	334
2015 Q2	$4.61M	Buy	129,968 +21,790	+20%	+$761K	0.05%	351
2015 Q1	$3.78M	Buy	108,178 +23,728	+28%	+$783K	0.05%	397
2014 Q4	$2.62M	Buy	84,450 +8,964	+12%	+$274K	0.04%	400
2014 Q3	$2.32M	Buy	75,486 +23,360	+45%	+$751K	0.04%	407
2014 Q2	$1.71M	Buy	52,126 +40,022	+331%	+$1.29M	0.03%	447
2014 Q1	$386K	Buy	+12,104	New	+$392K	0.01%	706

Other funds holding BT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

United Capital Financial Advisors's BT Position: Q2 2016 in Review

United Capital Financial Advisors sold out of BT Group plc (ADR) (BT) in Q2 2016, closing a stake of 7,372 shares — an estimated $236K sold.

United Capital Financial Advisors first reported a position in BT in Q1 2014 and held it in 9 quarters. The position peaked at $5.52M in Q4 2015. 164 funds tracked by Wall St. Rank hold BT as of Q2 2016.

United Capital Financial Advisors reported no remaining BT Group plc (ADR) position as of Q2 2016 after selling out during the quarter.
United Capital Financial Advisors sold 7,372 BT Group plc (ADR) shares in Q2 2016, an estimated $236K.
United Capital Financial Advisors first reported a position in BT Group plc (ADR) in Q1 2014 and held it in 9 quarters.
United Capital Financial Advisors's BT Group plc (ADR) position peaked at $5.52M in Q4 2015.
164 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.