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Allen Investment Management’s Barclays BCS Stock Holding History

Allen Investment Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-51,313
Closed -$532K – 210
2016
Q4 		$532K Buy
51,313
+11,413
+29% +$108K 0.03% 140
2016
Q3 		$327K Sell
39,900
-246
-0.6% -$1.94K 0.02% 179
2016
Q2 		$286K Buy
+40,146
New +$361K 0.02% 180

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Allen Investment Management's BCS Position: Q1 2017 in Review

Allen Investment Management sold out of Barclays (BCS) in Q1 2017, closing a stake of 51,313 shares — an estimated $532K sold.

Allen Investment Management first reported a position in BCS in Q2 2016 and held it in 3 quarters. The position peaked at $532K in Q4 2016. 229 funds tracked by Wall St. Rank hold BCS as of Q1 2017.

  • Allen Investment Management reported no remaining Barclays position as of Q1 2017 after selling out during the quarter.
  • Allen Investment Management sold 51,313 Barclays shares in Q1 2017, an estimated $532K.
  • Allen Investment Management first reported a position in Barclays in Q2 2016 and held it in 3 quarters.
  • Allen Investment Management's Barclays position peaked at $532K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Barclays as of Q1 2017.

Based on Allen Investment Management's 13F filing for Q1 2017, filed 15 May 2017.