Credential Securities’s Barclays BCS Stock Holding History

Credential Securities’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
2014 Q2	–	Sell	-8,350	Closed	-$121K	–	200
2014 Q1	$121K	Buy	+8,350	New	+$134K	0.09%	149

Other funds holding BCS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

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

Credential Securities's BCS Position: Q2 2014 in Review

Credential Securities sold out of Barclays (BCS) in Q2 2014, closing a stake of 8,350 shares — an estimated $121K sold.

Credential Securities first reported a position in BCS in Q1 2014 and held it in 1 quarter. The position peaked at $121K in Q1 2014. 217 funds tracked by Wall St. Rank hold BCS as of Q2 2014.

Credential Securities reported no remaining Barclays position as of Q2 2014 after selling out during the quarter.
Credential Securities sold 8,350 Barclays shares in Q2 2014, an estimated $121K.
Credential Securities first reported a position in Barclays in Q1 2014 and held it in 1 quarter.
Credential Securities's Barclays position peaked at $121K in Q1 2014.
217 funds tracked by Wall St. Rank held Barclays as of Q2 2014.

Based on Credential Securities's 13F filing for Q2 2014, filed 21 Jul 2025.