GI
BCS.PRD.CL

Gradient Investments’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Gradient Investments’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
2016
Q4 		– Sell
-152
Closed -$4K – 829
2016
Q3 		$4K Hold
152
– – ﹤0.01% 573
2016
Q2 		$4K Hold
152
– – ﹤0.01% 568
2016
Q1 		$4K Buy
+152
New +$3.94K ﹤0.01% 577
2015
Q1 		– Sell
-1,300
Closed -$34K – 717
2014
Q4 		$34K Buy
+1,300
New +$33.7K 0.01% 264

Other funds holding BCS.PRD.CL

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's BCS.PRD.CL Position: Q4 2016 in Review

Gradient Investments sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2016, closing a stake of 152 shares — an estimated $4K sold.

Gradient Investments first reported a position in BCS.PRD.CL in Q4 2014 and held it in 4 quarters. The position peaked at $34K in Q4 2014. 102 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2016.

  • Gradient Investments reported no remaining Barclays Bank Plc position as of Q4 2016 after selling out during the quarter.
  • Gradient Investments sold 152 Barclays Bank Plc shares in Q4 2016, an estimated $4K.
  • Gradient Investments first reported a position in Barclays Bank Plc in Q4 2014 and held it in 4 quarters.
  • Gradient Investments's Barclays Bank Plc position peaked at $34K in Q4 2014.
  • 102 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2016.

Based on Gradient Investments's 13F filing for Q4 2016, filed 17 Jan 2017.