KA
BCS.PRD.CL

Klingman & Associates’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Klingman & Associates’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
2015
Q4 		– Sell
-425
Closed -$10K – 439
2015
Q3 		$10K Buy
+425
New +$11.1K ﹤0.01% 309

Other funds holding BCS.PRD.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Klingman & Associates's BCS.PRD.CL Position: Q4 2015 in Review

Klingman & Associates sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2015, closing a stake of 425 shares — an estimated $10K sold.

Klingman & Associates first reported a position in BCS.PRD.CL in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 112 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2015.

  • Klingman & Associates reported no remaining Barclays Bank Plc position as of Q4 2015 after selling out during the quarter.
  • Klingman & Associates sold 425 Barclays Bank Plc shares in Q4 2015, an estimated $10K.
  • Klingman & Associates first reported a position in Barclays Bank Plc in Q3 2015 and held it in 1 quarter.
  • Klingman & Associates's Barclays Bank Plc position peaked at $10K in Q3 2015.
  • 112 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2015.

Based on Klingman & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.