Evoke Wealth’s Barnes Group Inc. B Stock Holding History

Evoke Wealth’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-132	Closed	-$8.18K	–	1380
2019 Q4	$8.18K	Hold	132	–	–	﹤0.01%	799
2019 Q3	$6.8K	Buy	+132	New	+$6.62K	﹤0.01%	914

Other funds holding B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's B Position: Q1 2020 in Review

Evoke Wealth sold out of Barnes Group Inc. (B) in Q1 2020, closing a stake of 132 shares — an estimated $8.18K sold.

Evoke Wealth first reported a position in B in Q3 2019 and held it in 2 quarters. The position peaked at $8.18K in Q4 2019. 179 funds tracked by Wall St. Rank hold B as of Q1 2020.

Evoke Wealth reported no remaining Barnes Group Inc. position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 132 Barnes Group Inc. shares in Q1 2020, an estimated $8.18K.
Evoke Wealth first reported a position in Barnes Group Inc. in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Barnes Group Inc. position peaked at $8.18K in Q4 2019.
179 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.