EPG Wealth Management’s Barclays BCS Stock Holding History

EPG 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
2020 Q1	–	Sell	-21	Closed	–	–	779
2019 Q4	$0	Buy	+21	New	+$181	﹤0.01%	654

Other funds holding BCS

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

PPA

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

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

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

EPG Wealth Management's BCS Position: Q1 2020 in Review

EPG Wealth Management sold out of Barclays (BCS) in Q1 2020, closing a stake of 21 shares.

EPG Wealth Management first reported a position in BCS in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 225 funds tracked by Wall St. Rank hold BCS as of Q1 2020.

EPG Wealth Management reported no remaining Barclays position as of Q1 2020 after selling out during the quarter.
EPG Wealth Management sold 21 Barclays shares in Q1 2020.
EPG Wealth Management first reported a position in Barclays in Q4 2019 and held it in 1 quarter.
EPG Wealth Management's Barclays position peaked at $0 in Q4 2019.
225 funds tracked by Wall St. Rank held Barclays as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.