JGIA
BCS.PRD.CL

Jackson Grant Investment Advisers’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Jackson Grant Investment Advisers’s Portfolio BCS.PRD.CL Stock Details BCS.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-800
Closed -$21K – 258
2018
Q3 		$21K Hold
800
– – 0.01% 182
2018
Q2 		$21K Hold
800
– – 0.01% 188
2018
Q1 		$21K Hold
800
– – 0.01% 184
2017
Q4 		$21K Hold
800
– – 0.01% 183
2017
Q3 		$21K Hold
800
– – 0.02% 185
2017
Q2 		$21K Hold
800
– – 0.02% 162
2017
Q1 		$21K Buy
+800
New +$20.8K 0.02% 155

Other funds holding BCS.PRD.CL

EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Jackson Grant Investment Advisers's BCS.PRD.CL Position: Q4 2018 in Review

Jackson Grant Investment Advisers sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 800 shares — an estimated $21K sold.

Jackson Grant Investment Advisers first reported a position in BCS.PRD.CL in Q1 2017 and held it in 7 quarters. The position peaked at $21K in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

  • Jackson Grant Investment Advisers reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 800 Barclays Bank Plc shares in Q4 2018, an estimated $21K.
  • Jackson Grant Investment Advisers first reported a position in Barclays Bank Plc in Q1 2017 and held it in 7 quarters.
  • Jackson Grant Investment Advisers's Barclays Bank Plc position peaked at $21K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2018, filed 23 Jan 2019.