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IHT Wealth Management’s Barclays BCS Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-2,734
Closed -$31K – 501
2018
Q1 		$31K Sell
2,734
-833
-23% -$9.08K 0.01% 822
2017
Q4 		$37K Sell
3,567
-143
-4% -$1.39K 0.01% 781
2017
Q3 		$35K Sell
3,710
-16
-0.4% -$159 0.01% 615
2017
Q2 		$2K Hold
3,726
– – ﹤0.01% 1203
2017
Q1 		$38K Sell
3,726
-33
-0.9% -$355 0.03% 487
2016
Q4 		$40K Buy
+3,759
New +$35.4K 0.03% 431

Other funds holding BCS

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $999B AUM 46.22% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IHT Wealth Management's BCS Position: Q2 2018 in Review

IHT Wealth Management sold out of Barclays (BCS) in Q2 2018, closing a stake of 2,734 shares — an estimated $31K sold.

IHT Wealth Management first reported a position in BCS in Q4 2016 and held it in 6 quarters. The position peaked at $40K in Q4 2016. 243 funds tracked by Wall St. Rank hold BCS as of Q2 2018.

  • IHT Wealth Management reported no remaining Barclays position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,734 Barclays shares in Q2 2018, an estimated $31K.
  • IHT Wealth Management first reported a position in Barclays in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Barclays position peaked at $40K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Barclays as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.