WGCA
BT

Wolf Group Capital Advisors’s BT Group plc (ADR) BT Stock Holding History

Wolf Group Capital Advisors’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
2017
Q1 		– Sell
-22,390
Closed -$516K – 103
2016
Q4 		$516K Sell
22,390
-19,580
-47% -$452K 0.35% 74
2016
Q3 		$1.07M Sell
41,970
-27,862
-40% -$730K 0.74% 53
2016
Q2 		$1.95M Sell
69,832
-18,220
-21% -$572K 1.44% 30
2016
Q1 		$2.83M Buy
+88,052
New +$2.95M 2.12% 13
2015
Q2 		– Sell
-126,386
Closed -$4.12M – 109
2015
Q1 		$4.12M Sell
126,386
-340
-0.3% -$11.2K 2.84% 2
2014
Q4 		$3.93M Buy
126,726
+1,702
+1% +$52K 2.84% 3
2014
Q3 		$3.84M Buy
125,024
+480
+0.4% +$15.4K 2.87% 3
2014
Q2 		$4.09M Sell
124,544
-1,450
-1% -$46.6K 2.97% 2
2014
Q1 		$4.02M Sell
125,994
-1,950
-2% -$63.2K 3.11% 2
2013
Q4 		$4.04M Buy
+127,944
New +$3.82M 3.25% 2

Other funds holding BT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Wolf Group Capital Advisors's BT Position: Q1 2017 in Review

Wolf Group Capital Advisors sold out of BT Group plc (ADR) (BT) in Q1 2017, closing a stake of 22,390 shares — an estimated $516K sold.

Wolf Group Capital Advisors first reported a position in BT in Q4 2013 and held it in 10 quarters. The position peaked at $4.12M in Q1 2015. 151 funds tracked by Wall St. Rank hold BT as of Q1 2017.

  • Wolf Group Capital Advisors reported no remaining BT Group plc (ADR) position as of Q1 2017 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 22,390 BT Group plc (ADR) shares in Q1 2017, an estimated $516K.
  • Wolf Group Capital Advisors first reported a position in BT Group plc (ADR) in Q4 2013 and held it in 10 quarters.
  • Wolf Group Capital Advisors's BT Group plc (ADR) position peaked at $4.12M in Q1 2015.
  • 151 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q1 2017.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2017, filed 12 May 2017.