VFA
BT

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

Valeo 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
2018
Q4 		– Sell
-98
Closed -$2K – 1851
2018
Q3 		$2K Hold
98
– – ﹤0.01% 1557
2018
Q2 		$1K Sell
98
-102
-51% -$1.55K ﹤0.01% 1576
2018
Q1 		$3K Hold
200
– – ﹤0.01% 1289
2017
Q4 		$4K Hold
200
– – ﹤0.01% 1094
2017
Q3 		$4K Buy
+200
New +$3.91K ﹤0.01% 939

Other funds holding BT

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's BT Position: Q4 2018 in Review

Valeo Financial Advisors sold out of BT Group plc (ADR) (BT) in Q4 2018, closing a stake of 98 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in BT in Q3 2017 and held it in 5 quarters. The position peaked at $4K in Q4 2017. 157 funds tracked by Wall St. Rank hold BT as of Q4 2018.

  • Valeo Financial Advisors reported no remaining BT Group plc (ADR) position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 98 BT Group plc (ADR) shares in Q4 2018, an estimated $2K.
  • Valeo Financial Advisors first reported a position in BT Group plc (ADR) in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's BT Group plc (ADR) position peaked at $4K in Q4 2017.
  • 157 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.