WA
BT

WealthTrust Axiom’s BT Group plc (ADR) BT Stock Holding History

WealthTrust Axiom’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
Q1 		– Sell
-10,396
Closed -$189K – 238
2017
Q4 		$189K Sell
10,396
-237
-2% -$4.19K 0.07% 203
2017
Q3 		$204K Sell
10,633
-1,101
-9% -$21.5K 0.08% 193
2017
Q2 		$227K Buy
+11,734
New +$231K 0.09% 188

Other funds holding BT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

WealthTrust Axiom's BT Position: Q1 2018 in Review

WealthTrust Axiom sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 10,396 shares — an estimated $189K sold.

WealthTrust Axiom first reported a position in BT in Q2 2017 and held it in 3 quarters. The position peaked at $227K in Q2 2017. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

  • WealthTrust Axiom reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
  • WealthTrust Axiom sold 10,396 BT Group plc (ADR) shares in Q1 2018, an estimated $189K.
  • WealthTrust Axiom first reported a position in BT Group plc (ADR) in Q2 2017 and held it in 3 quarters.
  • WealthTrust Axiom's BT Group plc (ADR) position peaked at $227K in Q2 2017.
  • 159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on WealthTrust Axiom's 13F filing for Q1 2018, filed 1 May 2018.