Archford Capital Strategies’s Barclays BCS Stock Holding History

Archford Capital Strategies’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
2016 Q1	–	Sell	-2,659	Closed	-$33K	–	219
2015 Q4	$33K	Buy	2,659 +126	+5%	+$1.67K	0.02%	303
2015 Q3	$35K	Hold	2,533	–	–	0.03%	213
2015 Q2	$39K	Sell	2,533 -10	-0.4%	-$150	0.03%	211
2015 Q1	$34.4K	Sell	2,543 -107	-4%	-$1.5K	0.02%	230
2014 Q4	$37K	Buy	2,650 +679	+34%	+$9.32K	0.03%	234
2014 Q3	$27K	Sell	1,971 -9	-0.5%	-$124	0.02%	260
2014 Q2	$26.8K	Hold	1,980	–	–	0.02%	278
2014 Q1	$28.8K	Buy	+1,980	New	+$31.7K	0.02%	278

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Archford Capital Strategies's BCS Position: Q1 2016 in Review

Archford Capital Strategies sold out of Barclays (BCS) in Q1 2016, closing a stake of 2,659 shares — an estimated $33K sold.

Archford Capital Strategies first reported a position in BCS in Q1 2014 and held it in 8 quarters. The position peaked at $39K in Q2 2015. 203 funds tracked by Wall St. Rank hold BCS as of Q1 2016.

Archford Capital Strategies reported no remaining Barclays position as of Q1 2016 after selling out during the quarter.
Archford Capital Strategies sold 2,659 Barclays shares in Q1 2016, an estimated $33K.
Archford Capital Strategies first reported a position in Barclays in Q1 2014 and held it in 8 quarters.
Archford Capital Strategies's Barclays position peaked at $39K in Q2 2015.
203 funds tracked by Wall St. Rank held Barclays as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.