WIS
BT

Wright Investors Service’s BT Group plc (ADR) BT Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-13,290
Closed -$267K – 250
2017
Q1 		$267K Buy
+13,290
New +$278K 0.11% 201
2016
Q2 		– Sell
-39,225
Closed -$1.26M – 238
2016
Q1 		$1.26M Sell
39,225
-5,575
-12% -$187K 0.5% 73
2015
Q4 		$1.55M Buy
44,800
+320
+0.7% +$11.2K 0.57% 49
2015
Q3 		$1.42M Buy
44,480
+27,240
+158% +$939K 0.64% 47
2015
Q2 		$611K Buy
17,240
+470
+3% +$16.4K 0.29% 105
2015
Q1 		$546K Sell
16,770
-13,770
-45% -$454K 0.26% 121
2014
Q4 		$947K Buy
+30,540
New +$934K 0.47% 66

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wright Investors Service's BT Position: Q2 2017 in Review

Wright Investors Service sold out of BT Group plc (ADR) (BT) in Q2 2017, closing a stake of 13,290 shares — an estimated $267K sold.

Wright Investors Service first reported a position in BT in Q4 2014 and held it in 7 quarters. The position peaked at $1.55M in Q4 2015. 137 funds tracked by Wall St. Rank hold BT as of Q2 2017.

  • Wright Investors Service reported no remaining BT Group plc (ADR) position as of Q2 2017 after selling out during the quarter.
  • Wright Investors Service sold 13,290 BT Group plc (ADR) shares in Q2 2017, an estimated $267K.
  • Wright Investors Service first reported a position in BT Group plc (ADR) in Q4 2014 and held it in 7 quarters.
  • Wright Investors Service's BT Group plc (ADR) position peaked at $1.55M in Q4 2015.
  • 137 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q2 2017.

Based on Wright Investors Service's 13F filing for Q2 2017, filed 21 Jul 2017.