HFP
BCS icon

Holistic Financial Partners’s Barclays BCS Stock Holding History

Holistic Financial Partners’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,355
Closed -$56K – 449
2017
Q4 		$56K Buy
+5,355
New +$52K 0.05% 187

Other funds holding BCS

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Financial Partners's BCS Position: Q1 2018 in Review

Holistic Financial Partners sold out of Barclays (BCS) in Q1 2018, closing a stake of 5,355 shares — an estimated $56K sold.

Holistic Financial Partners first reported a position in BCS in Q4 2017 and held it in 1 quarter. The position peaked at $56K in Q4 2017. 253 funds tracked by Wall St. Rank hold BCS as of Q1 2018.

  • Holistic Financial Partners reported no remaining Barclays position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 5,355 Barclays shares in Q1 2018, an estimated $56K.
  • Holistic Financial Partners first reported a position in Barclays in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Barclays position peaked at $56K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held Barclays as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.