WP
BT

WealthPLAN Partners’s BT Group plc (ADR) BT Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-3,018
Closed -$41.8K – 1102
2016
Q2 		$41.8K Buy
+3,018
New +$94.8K 0.01% 999
2015
Q4 		$59 Buy
+1,692
New +$59.4K ﹤0.01% 1654
2015
Q2 		$59K Sell
1,670
-2,722
-62% -$95.1K 0.03% 163
2015
Q1 		$141K Buy
+4,392
New +$145K 0.07% 141

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return

WealthPLAN Partners's BT Position: Q3 2016 in Review

WealthPLAN Partners sold out of BT Group plc (ADR) (BT) in Q3 2016, closing a stake of 3,018 shares — an estimated $41.8K sold.

WealthPLAN Partners first reported a position in BT in Q1 2015 and held it in 4 quarters. The position peaked at $141K in Q1 2015. 148 funds tracked by Wall St. Rank hold BT as of Q3 2016.

  • WealthPLAN Partners reported no remaining BT Group plc (ADR) position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 3,018 BT Group plc (ADR) shares in Q3 2016, an estimated $41.8K.
  • WealthPLAN Partners first reported a position in BT Group plc (ADR) in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's BT Group plc (ADR) position peaked at $141K in Q1 2015.
  • 148 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.