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Kings Point Capital Management’s Barclays BCS Stock Holding History

Kings Point Capital Management’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
Q4 		– Sell
-530
Closed -$4K – 307
2016
Q3 		$4K Sell
530
-1,070
-67% -$8.45K ﹤0.01% 302
2016
Q2 		$11K Buy
+1,600
New +$14.4K ﹤0.01% 313

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Kings Point Capital Management's BCS Position: Q4 2016 in Review

Kings Point Capital Management sold out of Barclays (BCS) in Q4 2016, closing a stake of 530 shares — an estimated $4K sold.

Kings Point Capital Management first reported a position in BCS in Q2 2016 and held it in 2 quarters. The position peaked at $11K in Q2 2016. 224 funds tracked by Wall St. Rank hold BCS as of Q4 2016.

  • Kings Point Capital Management reported no remaining Barclays position as of Q4 2016 after selling out during the quarter.
  • Kings Point Capital Management sold 530 Barclays shares in Q4 2016, an estimated $4K.
  • Kings Point Capital Management first reported a position in Barclays in Q2 2016 and held it in 2 quarters.
  • Kings Point Capital Management's Barclays position peaked at $11K in Q2 2016.
  • 224 funds tracked by Wall St. Rank held Barclays as of Q4 2016.

Based on Kings Point Capital Management's 13F filing for Q4 2016, filed 10 Feb 2017.