BFEC
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Benjamin F. Edwards & Company’s Barclays BCS Stock Holding History

Benjamin F. Edwards & Company’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
2022
Q1 		– Sell
-10,198
Closed -$106K – 1762
2021
Q4 		$106K Sell
10,198
-639
-6% -$6.7K ﹤0.01% 861
2021
Q3 		$112K Sell
10,837
-336
-3% -$3.35K 0.01% 824
2021
Q2 		$108K Sell
11,173
-1,091
-9% -$11.1K 0.01% 826
2021
Q1 		$125K Sell
12,264
-30,218
-71% -$265K 0.01% 789
2020
Q4 		$339K Sell
42,482
-8,957
-17% -$59.9K 0.02% 516
2020
Q3 		$258K Sell
51,439
-353
-0.7% -$1.95K 0.02% 533
2020
Q2 		$293K Buy
51,792
+11,702
+29% +$61K 0.02% 482
2020
Q1 		$182K Buy
40,090
+22,353
+126% +$173K 0.02% 532
2019
Q4 		$169K Buy
17,737
+15,737
+787% +$136K 0.01% 642
2019
Q3 		$15K Buy
+2,000
New +$14.5K ﹤0.01% 1272

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return