Lake Point Wealth Management’s Barclays BCS Stock Holding History

Lake Point Wealth 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
2020 Q1	$1K	Buy	+300	New	+$2.32K	﹤0.01%	301

Other funds holding BCS

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Point Wealth Management's BCS Position: Q1 2020 in Review

Lake Point Wealth Management opened a new position in Barclays (BCS) in Q1 2020: 300 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings.

225 funds tracked by Wall St. Rank hold BCS as of Q1 2020.

Lake Point Wealth Management held 300 shares of Barclays worth $1K as of Q1 2020.
Barclays was a new Lake Point Wealth Management position in Q1 2020.
Barclays made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #301 holding.
225 funds tracked by Wall St. Rank held Barclays as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.