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Financial Architects (New Jersey)’s Barclays BCS Stock Holding History

Financial Architects (New Jersey)’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
2015
Q1 		– Sell
-430
Closed -$6K – 936
2014
Q4 		$6K Buy
+430
New +$5.9K ﹤0.01% 782
2014
Q3 		– Sell
-432
Closed -$6K – 897
2014
Q2 		$6K Buy
+432
New +$6.54K ﹤0.01% 741
2013
Q3 		– Sell
-469
Closed -$7K – 736
2013
Q2 		$7K Buy
+469
New +$7.41K 0.01% 513

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Financial Architects (New Jersey)'s BCS Position: Q1 2015 in Review

Financial Architects (New Jersey) sold out of Barclays (BCS) in Q1 2015, closing a stake of 430 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in BCS in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q2 2013. 219 funds tracked by Wall St. Rank hold BCS as of Q1 2015.

  • Financial Architects (New Jersey) reported no remaining Barclays position as of Q1 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 430 Barclays shares in Q1 2015, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in Barclays in Q2 2013 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Barclays position peaked at $7K in Q2 2013.
  • 219 funds tracked by Wall St. Rank held Barclays as of Q1 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2015, filed 30 Apr 2015.