WAM
BT

Wealthspire Advisors (Maryland)’s BT Group plc (ADR) BT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,857
Closed -$27K – 2455
2019
Q1 		$27K Sell
1,857
-333
-15% -$4.99K ﹤0.01% 1164
2018
Q4 		$33K Buy
2,190
+1,191
+119% +$19K ﹤0.01% 1022
2018
Q3 		$15K Buy
999
+888
+800% +$13.2K ﹤0.01% 1416
2018
Q2 		$2K Sell
111
-518
-82% -$7.88K ﹤0.01% 2250
2018
Q1 		$10K Sell
629
-100
-14% -$1.72K ﹤0.01% 1592
2017
Q4 		$13K Buy
729
+147
+25% +$2.6K ﹤0.01% 1503
2017
Q3 		$11K Buy
582
+422
+264% +$8.25K ﹤0.01% 1556
2017
Q2 		$3K Sell
160
-4,443
-97% -$87.6K ﹤0.01% 1939
2017
Q1 		$92K Sell
4,603
-4,402
-49% -$92.2K 0.01% 633
2016
Q4 		$207K Sell
9,005
-370
-4% -$8.55K 0.03% 358
2016
Q3 		$238K Sell
9,375
-262
-3% -$6.87K 0.04% 329
2016
Q2 		$268K Sell
9,637
-502
-5% -$15.8K 0.04% 283
2016
Q1 		$325K Buy
10,139
+927
+10% +$31K 0.06% 235
2015
Q4 		$319K Buy
+9,212
New +$323K 0.06% 240

Other funds holding BT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BT Group plc (ADR) (BT) in Q2 2019, closing a stake of 1,857 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in BT in Q4 2015 and held it in 14 quarters. The position peaked at $325K in Q1 2016. 148 funds tracked by Wall St. Rank hold BT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BT Group plc (ADR) position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,857 BT Group plc (ADR) shares in Q2 2019, an estimated $27K.
  • Wealthspire Advisors (Maryland) first reported a position in BT Group plc (ADR) in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s BT Group plc (ADR) position peaked at $325K in Q1 2016.
  • 148 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.