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Avantax Planning Partners’s Barclays BCS Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-6,736
Closed -$78K – 361
2018
Q1 		$78K Buy
+6,736
New +$73.4K 0.01% 445

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PPA
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T. Rowe Price Associates
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CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BIP
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TIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's BCS Position: Q2 2018 in Review

Avantax Planning Partners sold out of Barclays (BCS) in Q2 2018, closing a stake of 6,736 shares — an estimated $78K sold.

Avantax Planning Partners first reported a position in BCS in Q1 2018 and held it in 1 quarter. The position peaked at $78K in Q1 2018. 244 funds tracked by Wall St. Rank hold BCS as of Q2 2018.

  • Avantax Planning Partners reported no remaining Barclays position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 6,736 Barclays shares in Q2 2018, an estimated $78K.
  • Avantax Planning Partners first reported a position in Barclays in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Barclays position peaked at $78K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held Barclays as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.