LJAC
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L.J. Altfest & Co’s Barclays BCS Stock Holding History

L.J. Altfest & Co’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
2021
Q2 		– Sell
-10,192
Closed -$104K – 272
2021
Q1 		$104K Sell
10,192
-1,195
-10% -$10.5K 0.02% 272
2020
Q4 		$91K Buy
+11,387
New +$76.2K 0.02% 263

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

L.J. Altfest & Co's BCS Position: Q2 2021 in Review

L.J. Altfest & Co sold out of Barclays (BCS) in Q2 2021, closing a stake of 10,192 shares — an estimated $104K sold.

L.J. Altfest & Co first reported a position in BCS in Q4 2020 and held it in 2 quarters. The position peaked at $104K in Q1 2021. 265 funds tracked by Wall St. Rank hold BCS as of Q2 2021.

  • L.J. Altfest & Co reported no remaining Barclays position as of Q2 2021 after selling out during the quarter.
  • L.J. Altfest & Co sold 10,192 Barclays shares in Q2 2021, an estimated $104K.
  • L.J. Altfest & Co first reported a position in Barclays in Q4 2020 and held it in 2 quarters.
  • L.J. Altfest & Co's Barclays position peaked at $104K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Barclays as of Q2 2021.

Based on L.J. Altfest & Co's 13F filing for Q2 2021, filed 28 Jul 2021.