JWA
BCS.PRD.CL

JFS Wealth Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

JFS Wealth Advisors’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
2017
Q2 		– Sell
-1,130
Closed -$29K – 466
2017
Q1 		$29K Hold
1,130
– – 0.01% 273
2016
Q4 		$29K Hold
1,130
– – 0.01% 273
2016
Q3 		$29K Hold
1,130
– – 0.01% 286
2016
Q2 		$29K Hold
1,130
– – 0.01% 293
2016
Q1 		$30K Sell
1,130
-340
-23% -$8.8K 0.01% 281
2015
Q4 		$39K Buy
+1,470
New +$38.7K 0.01% 268

Other funds holding BCS.PRD.CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JFS Wealth Advisors's BCS.PRD.CL Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Barclays Bank Plc (BCS.PRD.CL) in Q2 2017, closing a stake of 1,130 shares — an estimated $29K sold.

JFS Wealth Advisors first reported a position in BCS.PRD.CL in Q4 2015 and held it in 6 quarters. The position peaked at $39K in Q4 2015. 101 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q2 2017.

  • JFS Wealth Advisors reported no remaining Barclays Bank Plc position as of Q2 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,130 Barclays Bank Plc shares in Q2 2017, an estimated $29K.
  • JFS Wealth Advisors first reported a position in Barclays Bank Plc in Q4 2015 and held it in 6 quarters.
  • JFS Wealth Advisors's Barclays Bank Plc position peaked at $39K in Q4 2015.
  • 101 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.