WTC
BT

WhitTier Trust Company’s BT Group plc (ADR) BT Stock Holding History

WhitTier Trust Company’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
-10,422
Closed -$133K – 1026
2019
Q2 		$133K Sell
10,422
-1,208
-10% -$16.8K 0.01% 432
2019
Q1 		$172K Sell
11,630
-395
-3% -$5.92K 0.01% 404
2018
Q4 		$183K Hold
12,025
– – 0.02% 389
2018
Q3 		$178K Hold
12,025
– – 0.01% 414
2018
Q2 		$174K Buy
12,025
+410
+4% +$6.24K 0.01% 406
2018
Q1 		$188K Buy
11,615
+1,244
+12% +$21.4K 0.02% 390
2017
Q4 		$189K Sell
10,371
-12,634
-55% -$223K 0.02% 362
2017
Q3 		$442K Sell
23,005
-101
-0.4% -$1.97K 0.04% 271
2017
Q2 		$448K Sell
23,106
-3,841
-14% -$75.7K 0.04% 262
2017
Q1 		$541K Buy
26,947
+18,858
+233% +$395K 0.05% 241
2016
Q4 		$186K Buy
8,089
+7,237
+849% +$167K 0.02% 348
2016
Q3 		$22K Hold
852
– – ﹤0.01% 670
2016
Q2 		$24K Hold
852
– – ﹤0.01% 657
2016
Q1 		$27K Hold
852
– – ﹤0.01% 629
2015
Q4 		$29K Hold
852
– – ﹤0.01% 611
2015
Q3 		$27K Hold
852
– – ﹤0.01% 631
2015
Q2 		$30K Buy
+852
New +$29.8K ﹤0.01% 627

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

WhitTier Trust Company's BT Position: Q3 2019 in Review

WhitTier Trust Company sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 10,422 shares — an estimated $133K sold.

WhitTier Trust Company first reported a position in BT in Q2 2015 and held it in 17 quarters. The position peaked at $541K in Q1 2017. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • WhitTier Trust Company reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • WhitTier Trust Company sold 10,422 BT Group plc (ADR) shares in Q3 2019, an estimated $133K.
  • WhitTier Trust Company first reported a position in BT Group plc (ADR) in Q2 2015 and held it in 17 quarters.
  • WhitTier Trust Company's BT Group plc (ADR) position peaked at $541K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on WhitTier Trust Company's 13F filing for Q3 2019, filed 18 Oct 2019.