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Cavalier Investments’s Barclays BCS Stock Holding History

Cavalier Investments’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
2018
Q2 		– Sell
-8,664
Closed -$98K – 154
2018
Q1 		$98K Buy
+8,664
New +$94.5K 0.03% 149

Other funds holding BCS

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cavalier Investments's BCS Position: Q2 2018 in Review

Cavalier Investments sold out of Barclays (BCS) in Q2 2018, closing a stake of 8,664 shares — an estimated $98K sold.

Cavalier Investments first reported a position in BCS in Q1 2018 and held it in 1 quarter. The position peaked at $98K in Q1 2018. 244 funds tracked by Wall St. Rank hold BCS as of Q2 2018.

  • Cavalier Investments reported no remaining Barclays position as of Q2 2018 after selling out during the quarter.
  • Cavalier Investments sold 8,664 Barclays shares in Q2 2018, an estimated $98K.
  • Cavalier Investments first reported a position in Barclays in Q1 2018 and held it in 1 quarter.
  • Cavalier Investments's Barclays position peaked at $98K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held Barclays as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.