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Financial Partners Capital Management’s Barclays BCS Stock Holding History

Financial Partners Capital 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
Q4 		– Sell
-227,575
Closed -$1.14M – 105
2020
Q3 		$1.14M Sell
227,575
-8,320
-4% -$46K 0.3% 49
2020
Q2 		$1.33M Sell
235,895
-32,670
-12% -$170K 0.38% 45
2020
Q1 		$1.22M Buy
+268,565
New +$2.07M 0.39% 48

Other funds holding BCS

Dimensional Fund Advisors
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Partners Capital Management's BCS Position: Q4 2020 in Review

Financial Partners Capital Management sold out of Barclays (BCS) in Q4 2020, closing a stake of 227,575 shares — an estimated $1.14M sold.

Financial Partners Capital Management first reported a position in BCS in Q1 2020 and held it in 3 quarters. The position peaked at $1.33M in Q2 2020. 224 funds tracked by Wall St. Rank hold BCS as of Q4 2020.

  • Financial Partners Capital Management reported no remaining Barclays position as of Q4 2020 after selling out during the quarter.
  • Financial Partners Capital Management sold 227,575 Barclays shares in Q4 2020, an estimated $1.14M.
  • Financial Partners Capital Management first reported a position in Barclays in Q1 2020 and held it in 3 quarters.
  • Financial Partners Capital Management's Barclays position peaked at $1.33M in Q2 2020.
  • 224 funds tracked by Wall St. Rank held Barclays as of Q4 2020.

Based on Financial Partners Capital Management's 13F filing for Q4 2020, filed 28 Feb 2023.