JWA
BCS.PRC

JFS Wealth Advisors’s BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) BCS.PRC Stock Holding History

JFS Wealth Advisors’s Portfolio BCS.PRC Stock Details BCS.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,100
Closed -$29K – 662
2016
Q1 		$29K Hold
1,100
– – 0.01% 287
2015
Q4 		$29K Hold
1,100
– – 0.01% 297
2015
Q3 		$28K Hold
1,100
– – 0.01% 252
2015
Q2 		$29K Hold
1,100
– – 0.01% 234
2015
Q1 		$29K Hold
1,100
– – 0.01% 236
2014
Q4 		$29K Hold
1,100
– – ﹤0.01% 253
2014
Q3 		$28K Buy
+1,100
New +$28.4K ﹤0.01% 235

Other funds holding BCS.PRC

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

JFS Wealth Advisors's BCS.PRC Position: Q2 2016 in Review

JFS Wealth Advisors sold out of BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) (BCS.PRC) in Q2 2016, closing a stake of 1,100 shares — an estimated $29K sold.

JFS Wealth Advisors first reported a position in BCS.PRC in Q3 2014 and held it in 7 quarters. The position peaked at $29K in Q1 2016. 1 fund tracked by Wall St. Rank holds BCS.PRC as of Q2 2016.

  • JFS Wealth Advisors reported no remaining BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) position as of Q2 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,100 BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) shares in Q2 2016, an estimated $29K.
  • JFS Wealth Advisors first reported a position in BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) in Q3 2014 and held it in 7 quarters.
  • JFS Wealth Advisors's BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) position peaked at $29K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.