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Integrated Wealth Management (Palm Desert)’s Barclays BCS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q3 		– Sell
-320
Closed -$2K – 1242
2016
Q2 		$2K Buy
+320
New +$2.88K ﹤0.01% 1048

Other funds holding BCS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BCS Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Barclays (BCS) in Q3 2016, closing a stake of 320 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BCS in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 236 funds tracked by Wall St. Rank hold BCS as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Barclays position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 320 Barclays shares in Q3 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Barclays in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Barclays position peaked at $2K in Q2 2016.
  • 236 funds tracked by Wall St. Rank held Barclays as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.