GGPS
BCS.PRA.CL

Gary Goldberg Planning Services’s Barclays Bank Plc Series 3 BCS.PRA.CL Stock Holding History

Gary Goldberg Planning Services’s Portfolio BCS.PRA.CL Stock Details BCS.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$10K Hold
400
– – ﹤0.01% 360
2014
Q3 		$10K Hold
400
– – ﹤0.01% 384
2014
Q2 		$10K Hold
400
– – ﹤0.01% 355
2014
Q1 		$10K Buy
+400
New +$10.2K ﹤0.01% 336

Other funds holding BCS.PRA.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Gary Goldberg Planning Services's BCS.PRA.CL Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Barclays Bank Plc Series 3 (BCS.PRA.CL) position steady in Q4 2014 at 400 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Gary Goldberg Planning Services first reported a position in BCS.PRA.CL in Q1 2014 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold BCS.PRA.CL as of Q4 2014.

  • Gary Goldberg Planning Services held 400 shares of Barclays Bank Plc Series 3 worth $10K as of Q4 2014.
  • Gary Goldberg Planning Services left its Barclays Bank Plc Series 3 share count unchanged in Q4 2014.
  • Barclays Bank Plc Series 3 made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #360 holding.
  • Gary Goldberg Planning Services first reported a position in Barclays Bank Plc Series 3 in Q1 2014 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Barclays Bank Plc Series 3 as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.