GGPS
BCS.PRD.CL

Gary Goldberg Planning Services’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Gary Goldberg Planning Services’s Portfolio BCS.PRD.CL Stock Details BCS.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$112K Hold
4,300
– – 0.05% 136
2014
Q3 		$112K Hold
4,300
– – 0.05% 142
2014
Q2 		$111K Buy
+4,300
New +$111K 0.05% 148

Other funds holding BCS.PRD.CL

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Barclays Bank Plc (BCS.PRD.CL) position steady in Q4 2014 at 4,300 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #136.

Gary Goldberg Planning Services first reported a position in BCS.PRD.CL in Q2 2014 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2014.

  • Gary Goldberg Planning Services held 4,300 shares of Barclays Bank Plc worth $112K as of Q4 2014.
  • Gary Goldberg Planning Services left its Barclays Bank Plc share count unchanged in Q4 2014.
  • Barclays Bank Plc made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #136 holding.
  • Gary Goldberg Planning Services first reported a position in Barclays Bank Plc in Q2 2014 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2014.

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