Aevitas Wealth Management’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Aevitas Wealth Management’s Portfolio BCS.PRD.CL Stock Details BCS.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,500	Closed	-$65K	–	475
2018 Q3	$65K	Hold	2,500	–	–	0.06%	176
2018 Q2	$66K	Hold	2,500	–	–	0.06%	166
2018 Q1	$66K	Hold	2,500	–	–	0.07%	161
2017 Q4	$67K	Buy	+2,500	New	+$66.5K	0.06%	171

Other funds holding BCS.PRD.CL

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Aevitas Wealth Management's BCS.PRD.CL Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 2,500 shares — an estimated $65K sold.

Aevitas Wealth Management first reported a position in BCS.PRD.CL in Q4 2017 and held it in 4 quarters. The position peaked at $67K in Q4 2017. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

Aevitas Wealth Management reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 2,500 Barclays Bank Plc shares in Q4 2018, an estimated $65K.
Aevitas Wealth Management first reported a position in Barclays Bank Plc in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's Barclays Bank Plc position peaked at $67K in Q4 2017.
2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.