Berman Capital Advisors’s Barclays BCS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$31K	Buy	3,075 +294	+11%	+$2.93K	﹤0.01%	848
2021 Q2	$26K	Buy	2,781 +1	+0%	+$10	﹤0.01%	803
2021 Q1	$28K	Buy	2,780 +118	+4%	+$1.03K	0.01%	671
2020 Q4	$21K	Hold	2,662	–	–	0.01%	652
2020 Q3	$13K	Sell	2,662 -68	-2%	-$376	﹤0.01%	710
2020 Q2	$15K	Buy	2,730 +2,185	+401%	+$11.4K	﹤0.01%	619
2020 Q1	$2K	Sell	545 -197	-27%	-$1.52K	﹤0.01%	1101
2019 Q4	$7K	Hold	742	–	–	﹤0.01%	861
2019 Q3	$5K	Sell	742 -497	-40%	-$3.59K	﹤0.01%	931
2019 Q2	$9K	Buy	1,239 +765	+161%	+$6.04K	﹤0.01%	758
2019 Q1	$3K	Sell	474 -449	-49%	-$3.61K	﹤0.01%	976
2018 Q4	$6K	Buy	+923	New	+$7.44K	﹤0.01%	618

Other funds holding BCS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Berman Capital Advisors's BCS Position: Q3 2021 in Review

Berman Capital Advisors increased its Barclays (BCS) stake by 11% in Q3 2021, buying an estimated $2.93K and bringing the position to 3,075 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Berman Capital Advisors first reported a position in BCS in Q4 2018 and has held it in 12 quarters since. 269 funds tracked by Wall St. Rank hold BCS as of Q3 2021.

Berman Capital Advisors held 3,075 shares of Barclays worth $31K as of Q3 2021.
Berman Capital Advisors bought 294 Barclays shares in Q3 2021, an estimated $2.93K.
Barclays made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #848 holding.
Berman Capital Advisors first reported a position in Barclays in Q4 2018 and has held it in 12 quarters since.
269 funds tracked by Wall St. Rank held Barclays as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.