WA
BT

Winfield Associates’s BT Group plc (ADR) BT Stock Holding History

Winfield Associates’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
-290
Closed -$6K – 767
2017
Q4 		$6K Sell
290
-250
-46% -$4.42K ﹤0.01% 504
2017
Q3 		$10K Buy
540
+50
+10% +$977 0.01% 416
2017
Q2 		$10K Buy
490
+290
+145% +$5.72K 0.01% 412
2017
Q1 		$4K Sell
200
-140
-41% -$2.93K ﹤0.01% 513
2016
Q4 		$8K Buy
340
+45
+15% +$1.04K ﹤0.01% 385
2016
Q3 		$8K Buy
295
+110
+59% +$2.88K 0.01% 364
2016
Q2 		$5K Sell
185
-255
-58% -$8.01K ﹤0.01% 412
2016
Q1 		$14K Buy
+440
New +$14.7K 0.01% 280

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

Winfield Associates's BT Position: Q1 2018 in Review

Winfield Associates sold out of BT Group plc (ADR) (BT) in Q1 2018, closing a stake of 290 shares — an estimated $6K sold.

Winfield Associates first reported a position in BT in Q1 2016 and held it in 8 quarters. The position peaked at $14K in Q1 2016. 159 funds tracked by Wall St. Rank hold BT as of Q1 2018.

  • Winfield Associates reported no remaining BT Group plc (ADR) position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 290 BT Group plc (ADR) shares in Q1 2018, an estimated $6K.
  • Winfield Associates first reported a position in BT Group plc (ADR) in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's BT Group plc (ADR) position peaked at $14K in Q1 2016.
  • 159 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.