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Independent Portfolio Consultants’s Barclays BCS Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$34K Sell
3,327
-1,014
-23% -$10.3K 0.01% 561
2017
Q1 		$46K Sell
4,341
-1,947
-31% -$20.9K 0.02% 568
2016
Q4 		$65K Sell
6,288
-514
-8% -$4.85K 0.02% 504
2016
Q3 		$56K Sell
6,802
-1,306
-16% -$10.3K 0.02% 520
2016
Q2 		$58K Sell
8,108
-40,798
-83% -$367K 0.02% 527
2016
Q1 		$395K Buy
48,906
+1,285
+3% +$12K 0.11% 245
2015
Q4 		$578K Sell
47,621
-6,816
-13% -$90.4K 0.17% 170
2015
Q3 		$751K Buy
54,437
+45,783
+529% +$704K 0.16% 173
2015
Q2 		$133K Sell
8,654
-357
-4% -$5.37K 0.03% 441
2015
Q1 		$122K Sell
9,011
-371
-4% -$5.2K 0.02% 447
2014
Q4 		$131K Sell
9,382
-14,403
-61% -$198K 0.03% 444
2014
Q3 		$327K Sell
23,785
-29,483
-55% -$406K 0.09% 377
2014
Q2 		$720K Buy
53,268
+23,861
+81% +$361K 0.2% 139
2014
Q1 		$427K Sell
29,407
-14,826
-34% -$237K 0.14% 284
2013
Q4 		$742K Sell
44,233
-2,983
-6% -$47.2K 0.26% 113
2013
Q3 		$745K Buy
47,216
+3,075
+7% +$48.1K 0.3% 97
2013
Q2 		$645K Buy
+44,141
New +$697K 0.29% 98

Other funds holding BCS

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Independent Portfolio Consultants's BCS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Barclays (BCS) stake by 23% in Q2 2017, selling an estimated $10.3K and leaving 3,327 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #561.

Independent Portfolio Consultants first reported a position in BCS in Q2 2013 and has held it in 17 quarters since. The position peaked at $751K in Q3 2015. 225 funds tracked by Wall St. Rank hold BCS as of Q2 2017.

  • Independent Portfolio Consultants held 3,327 shares of Barclays worth $34K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,014 Barclays shares in Q2 2017, an estimated $10.3K.
  • Barclays made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #561 holding.
  • Independent Portfolio Consultants first reported a position in Barclays in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Barclays position peaked at $751K in Q3 2015.
  • 225 funds tracked by Wall St. Rank held Barclays as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.