DWM
BCS.PRD.CL

Doyle Wealth Management’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Doyle Wealth Management’s Portfolio BCS.PRD.CL Stock Details BCS.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,680
Closed -$226K – 873
2018
Q3 		$226K Buy
8,680
+39
+0.5% +$1.03K 0.04% 175
2018
Q2 		$228K Buy
+8,641
New +$226K 0.04% 163

Other funds holding BCS.PRD.CL

EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Doyle Wealth Management's BCS.PRD.CL Position: Q4 2018 in Review

Doyle Wealth Management sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 8,680 shares — an estimated $226K sold.

Doyle Wealth Management first reported a position in BCS.PRD.CL in Q2 2018 and held it in 2 quarters. The position peaked at $228K in Q2 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

  • Doyle Wealth Management reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
  • Doyle Wealth Management sold 8,680 Barclays Bank Plc shares in Q4 2018, an estimated $226K.
  • Doyle Wealth Management first reported a position in Barclays Bank Plc in Q2 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Barclays Bank Plc position peaked at $228K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Doyle Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.