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Echo Point Investment Management’s Barclays BCS Stock Holding History

Echo Point Investment 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
2013
Q3 		$2K Sell
153
-35
-19% -$548 0.01% 9
2013
Q2 		$3K Buy
+188
New +$2.97K 0.01% 4

Other funds holding BCS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Echo Point Investment Management's BCS Position: Q3 2013 in Review

Echo Point Investment Management reduced its Barclays (BCS) stake by 19% in Q3 2013, selling an estimated $548 and leaving 153 shares worth $2K. The position accounts for 0.01% of the portfolio, ranked #9.

Echo Point Investment Management first reported a position in BCS in Q2 2013 and has held it in 2 quarters since. The position peaked at $3K in Q2 2013. 202 funds tracked by Wall St. Rank hold BCS as of Q3 2013.

  • Echo Point Investment Management held 153 shares of Barclays worth $2K as of Q3 2013.
  • Echo Point Investment Management sold 35 Barclays shares in Q3 2013, an estimated $548.
  • Barclays made up 0.01% of Echo Point Investment Management's portfolio in Q3 2013, its #9 holding.
  • Echo Point Investment Management first reported a position in Barclays in Q2 2013 and has held it in 2 quarters since.
  • Echo Point Investment Management's Barclays position peaked at $3K in Q2 2013.
  • 202 funds tracked by Wall St. Rank held Barclays as of Q3 2013.

Based on Echo Point Investment Management's 13F filing for Q3 2013, filed 5 Nov 2013.