Bedel Financial Consulting’s Barclays BCS Stock Holding History

Bedel Financial Consulting’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
2020 Q3	–	Sell	-350	Closed	-$2K	–	818
2020 Q2	$2K	Hold	350	–	–	﹤0.01%	669
2020 Q1	$2K	Hold	350	–	–	﹤0.01%	659
2019 Q4	$3K	Hold	350	–	–	﹤0.01%	627
2019 Q3	$3K	Sell	350 -7	-2%	-$51	﹤0.01%	604
2019 Q2	$3K	Hold	357	–	–	﹤0.01%	602
2019 Q1	$3K	Sell	357 -9	-2%	-$72	﹤0.01%	603
2018 Q4	$3K	Hold	366	–	–	﹤0.01%	578
2018 Q3	$3K	Buy	+366	New	+$3.4K	﹤0.01%	587
2018 Q2	–	Sell	-366	Closed	-$4K	–	682
2018 Q1	$4K	Buy	+366	New	+$3.99K	﹤0.01%	563

Other funds holding BCS

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

CCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bedel Financial Consulting's BCS Position: Q3 2020 in Review

Bedel Financial Consulting sold out of Barclays (BCS) in Q3 2020, closing a stake of 350 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in BCS in Q1 2018 and held it in 9 quarters. The position peaked at $4K in Q1 2018. 201 funds tracked by Wall St. Rank hold BCS as of Q3 2020.

Bedel Financial Consulting reported no remaining Barclays position as of Q3 2020 after selling out during the quarter.
Bedel Financial Consulting sold 350 Barclays shares in Q3 2020, an estimated $2K.
Bedel Financial Consulting first reported a position in Barclays in Q1 2018 and held it in 9 quarters.
Bedel Financial Consulting's Barclays position peaked at $4K in Q1 2018.
201 funds tracked by Wall St. Rank held Barclays as of Q3 2020.

Based on Bedel Financial Consulting's 13F filing for Q3 2020, filed 20 Oct 2020.