Daniel L. Goodwin’s Barclays BCS Stock Holding History

Daniel L. Goodwin’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
2016 Q4	–	Sell	-67,545	Closed	-$554K	–	89
2016 Q3	$554K	Sell	67,545 -416	-0.6%	-$3.29K	0.2%	52
2016 Q2	$484K	Hold	67,961	–	–	0.16%	56
2016 Q1	$549K	Hold	67,961	–	–	0.13%	54
2015 Q4	$825K	Sell	67,961 -293	-0.4%	-$3.89K	0.2%	37
2015 Q3	$941K	Hold	68,254	–	–	0.25%	31
2015 Q2	$1.05M	Sell	68,254 -266	-0.4%	-$4K	0.28%	26
2015 Q1	$928K	Hold	68,520	–	–	0.2%	37
2014 Q4	$956K	Hold	68,520	–	–	0.17%	47
2014 Q3	$943K	Sell	68,520 -318	-0.5%	-$4.38K	0.21%	41
2014 Q2	$931K	Hold	68,838	–	–	0.17%	42
2014 Q1	$1M	Hold	68,838	–	–	0.18%	42
2013 Q4	$1.16M	Buy	+68,838	New	+$1.09M	0.22%	41
2013 Q3	–	Sell	-74,689	Closed	-$1.09M	–	114
2013 Q2	$1.09M	Buy	+74,689	New	+$1.18M	0.21%	42

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BIP

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

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Daniel L. Goodwin's BCS Position: Q4 2016 in Review

Daniel L. Goodwin sold out of Barclays (BCS) in Q4 2016, closing a stake of 67,545 shares — an estimated $554K sold.

Daniel L. Goodwin first reported a position in BCS in Q2 2013 and held it in 13 quarters. The position peaked at $1.16M in Q4 2013. 224 funds tracked by Wall St. Rank hold BCS as of Q4 2016.

Daniel L. Goodwin reported no remaining Barclays position as of Q4 2016 after selling out during the quarter.
Daniel L. Goodwin sold 67,545 Barclays shares in Q4 2016, an estimated $554K.
Daniel L. Goodwin first reported a position in Barclays in Q2 2013 and held it in 13 quarters.
Daniel L. Goodwin's Barclays position peaked at $1.16M in Q4 2013.
224 funds tracked by Wall St. Rank held Barclays as of Q4 2016.

Based on Daniel L. Goodwin's 13F filing for Q4 2016, filed 19 Jan 2017.