IWP
BCS icon

Icon Wealth Partners’s Barclays BCS Stock Holding History

Icon Wealth 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
Q3 		– Sell
-2,947
Closed -$28K – 315
2018
Q2 		$28K Buy
+2,947
New +$31.9K 0.01% 511

Other funds holding BCS

Eagle Capital Management (New York)
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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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Icon Wealth Partners's BCS Position: Q3 2018 in Review

Icon Wealth Partners sold out of Barclays (BCS) in Q3 2018, closing a stake of 2,947 shares — an estimated $28K sold.

Icon Wealth Partners first reported a position in BCS in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 253 funds tracked by Wall St. Rank hold BCS as of Q3 2018.

  • Icon Wealth Partners reported no remaining Barclays position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 2,947 Barclays shares in Q3 2018, an estimated $28K.
  • Icon Wealth Partners first reported a position in Barclays in Q2 2018 and held it in 1 quarter.
  • Icon Wealth Partners's Barclays position peaked at $28K in Q2 2018.
  • 253 funds tracked by Wall St. Rank held Barclays as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.