DWM
BCS icon

Destination Wealth Management’s Barclays BCS Stock Holding History

Destination Wealth Management’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
-89
Closed -$1K – 517
2018
Q1 		$1K Buy
+89
New +$970 ﹤0.01% 524

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

Destination Wealth Management's BCS Position: Q2 2018 in Review

Destination Wealth Management sold out of Barclays (BCS) in Q2 2018, closing a stake of 89 shares — an estimated $1K sold.

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

  • Destination Wealth Management reported no remaining Barclays position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 89 Barclays shares in Q2 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Barclays in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Barclays position peaked at $1K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held Barclays as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.