WANY
BT

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-925
Closed -$14K – 908
2018
Q4 		$14K Buy
+925
New +$14.7K ﹤0.01% 430

Other funds holding BT

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s BT Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of BT Group plc (ADR) (BT) in Q1 2019, closing a stake of 925 shares — an estimated $14K sold.

Wealthspire Advisors (New York) first reported a position in BT in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 165 funds tracked by Wall St. Rank hold BT as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining BT Group plc (ADR) position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 925 BT Group plc (ADR) shares in Q1 2019, an estimated $14K.
  • Wealthspire Advisors (New York) first reported a position in BT Group plc (ADR) in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BT Group plc (ADR) position peaked at $14K in Q4 2018.
  • 165 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.