GGPS
BCS.PRC

Gary Goldberg Planning Services’s BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) BCS.PRC Stock Holding History

Gary Goldberg Planning Services’s Portfolio BCS.PRC Stock Details BCS.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$41K Hold
1,600
– – 0.02% 241
2014
Q3 		$41K Buy
+1,600
New +$41.3K 0.02% 256

Other funds holding BCS.PRC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Gary Goldberg Planning Services held its BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) (BCS.PRC) position steady in Q4 2014 at 1,600 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #241.

Gary Goldberg Planning Services first reported a position in BCS.PRC in Q3 2014 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold BCS.PRC as of Q4 2014.

  • Gary Goldberg Planning Services held 1,600 shares of BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) worth $41K as of Q4 2014.
  • Gary Goldberg Planning Services left its BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) share count unchanged in Q4 2014.
  • BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #241 holding.
  • Gary Goldberg Planning Services first reported a position in BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) in Q3 2014 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) as of Q4 2014.

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