Avantax Planning Partners’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Avantax Planning Partners’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	-600	Closed	-$16K	–	1436
2018 Q3	$16K	Buy	+600	New	+$15.8K	﹤0.01%	766
2018 Q2	–	Sell	-600	Closed	-$16K	–	1808
2018 Q1	$16K	Buy	+600	New	+$15.9K	﹤0.01%	877

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

Avantax Planning Partners's BCS.PRD.CL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 600 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in BCS.PRD.CL in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

Avantax Planning Partners reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 600 Barclays Bank Plc shares in Q4 2018, an estimated $16K.
Avantax Planning Partners first reported a position in Barclays Bank Plc in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Barclays Bank Plc position peaked at $16K in Q3 2018.
2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.