GWM
BCS.PRD.CL

Gupta Wealth Management’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Gupta Wealth Management’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
Q1 		– Sell
-1,300
Closed -$34K – 1333
2015
Q4 		$34K Buy
+1,300
New +$34.2K 0.01% 524

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 $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's BCS.PRD.CL Position: Q1 2016 in Review

Gupta Wealth Management sold out of Barclays Bank Plc (BCS.PRD.CL) in Q1 2016, closing a stake of 1,300 shares — an estimated $34K sold.

Gupta Wealth Management first reported a position in BCS.PRD.CL in Q4 2015 and held it in 1 quarter. The position peaked at $34K in Q4 2015. 108 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q1 2016.

  • Gupta Wealth Management reported no remaining Barclays Bank Plc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,300 Barclays Bank Plc shares in Q1 2016, an estimated $34K.
  • Gupta Wealth Management first reported a position in Barclays Bank Plc in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Barclays Bank Plc position peaked at $34K in Q4 2015.
  • 108 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.