BWA
BCS.PRD.CL

BDO Wealth Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

BDO Wealth Advisors’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
Q2 		– Sell
-750
Closed -$20K – 699
2018
Q1 		$20K Buy
+750
New +$19.8K 0.01% 328

Other funds holding BCS.PRD.CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BDO Wealth Advisors's BCS.PRD.CL Position: Q2 2018 in Review

BDO Wealth Advisors sold out of Barclays Bank Plc (BCS.PRD.CL) in Q2 2018, closing a stake of 750 shares — an estimated $20K sold.

BDO Wealth Advisors first reported a position in BCS.PRD.CL in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 120 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q2 2018.

  • BDO Wealth Advisors reported no remaining Barclays Bank Plc position as of Q2 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 750 Barclays Bank Plc shares in Q2 2018, an estimated $20K.
  • BDO Wealth Advisors first reported a position in Barclays Bank Plc in Q1 2018 and held it in 1 quarter.
  • BDO Wealth Advisors's Barclays Bank Plc position peaked at $20K in Q1 2018.
  • 120 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q2 2018.

Based on BDO Wealth Advisors's 13F filing for Q2 2018, filed 27 Aug 2018.