VCM
BT

Virtue Capital Management’s BT Group plc (ADR) BT Stock Holding History

Virtue Capital Management’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
-10,688
Closed -$136K – 258
2019
Q2 		$136K Sell
10,688
-843
-7% -$11.7K 0.05% 214
2019
Q1 		$171K Buy
+11,531
New +$173K 0.06% 113
2018
Q4 		– Sell
-17,130
Closed -$253K – 250
2018
Q3 		$253K Buy
+17,130
New +$254K 0.05% 226
2018
Q2 		– Sell
-9,602
Closed -$165K – 529
2018
Q1 		$165K Buy
+9,602
New +$165K 0.09% 202

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

Virtue Capital Management's BT Position: Q3 2019 in Review

Virtue Capital Management sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 10,688 shares — an estimated $136K sold.

Virtue Capital Management first reported a position in BT in Q1 2018 and held it in 4 quarters. The position peaked at $253K in Q3 2018. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Virtue Capital Management reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Virtue Capital Management sold 10,688 BT Group plc (ADR) shares in Q3 2019, an estimated $136K.
  • Virtue Capital Management first reported a position in BT Group plc (ADR) in Q1 2018 and held it in 4 quarters.
  • Virtue Capital Management's BT Group plc (ADR) position peaked at $253K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Virtue Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.