HCR Wealth Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

HCR Wealth Advisors’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
2018 Q4	–	Sell	-55,163	Closed	-$1.43M	–	176
2018 Q3	$1.43M	Buy	55,163 +3,690	+7%	+$97.4K	0.46%	53
2018 Q2	$1.36M	Buy	51,473 +3,140	+6%	+$82.3K	0.45%	52
2018 Q1	$1.27M	Buy	48,333 +300	+0.6%	+$7.94K	0.44%	54
2017 Q4	$1.28M	Buy	48,033 +10,200	+27%	+$272K	0.45%	51
2017 Q3	$1M	Hold	37,833	–	–	0.42%	57
2017 Q2	$1.01M	Sell	37,833 -700	-2%	-$18.4K	0.5%	51
2017 Q1	$996K	Buy	38,533 +125	+0.3%	+$3.24K	0.51%	47
2016 Q4	$981K	Buy	+38,408	New	+$991K	0.52%	42

Other funds holding BCS.PRD.CL

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

HCR Wealth Advisors's BCS.PRD.CL Position: Q4 2018 in Review

HCR Wealth Advisors sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 55,163 shares — an estimated $1.43M sold.

HCR Wealth Advisors first reported a position in BCS.PRD.CL in Q4 2016 and held it in 8 quarters. The position peaked at $1.43M in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

HCR Wealth Advisors reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
HCR Wealth Advisors sold 55,163 Barclays Bank Plc shares in Q4 2018, an estimated $1.43M.
HCR Wealth Advisors first reported a position in Barclays Bank Plc in Q4 2016 and held it in 8 quarters.
HCR Wealth Advisors's Barclays Bank Plc position peaked at $1.43M in Q3 2018.
2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on HCR Wealth Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.