Capstone Investment Advisors
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Capstone Investment Advisors’s Barclays BCS Stock Holding History

Capstone Investment 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
2019
Q1 		– Sell
-41,840
Closed -$302K – 1292
2018
Q4 		$302K Buy
+41,840
New +$337K ﹤0.01% 940

Other funds holding BCS

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capstone Investment Advisors's BCS Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Barclays (BCS) in Q4 2024, closing a stake of 10,956 shares — an estimated $133K sold.

Capstone Investment Advisors first reported a position in BCS in Q4 2023 and held it in 3 quarters. The position peaked at $133K in Q3 2024. 395 funds tracked by Wall St. Rank hold BCS as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Barclays position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,956 Barclays shares in Q4 2024, an estimated $133K.
  • Capstone Investment Advisors first reported a position in Barclays in Q4 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Barclays position peaked at $133K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Barclays as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.