Lenox Wealth Advisors’s Barclays BCS Stock Holding History

Lenox Wealth Advisors’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 Q4	–	Sell	-750	Closed	-$4K	–	617
2020 Q3	$4K	Hold	750	–	–	﹤0.01%	450
2020 Q2	$4K	Buy	+750	New	+$3.91K	﹤0.01%	453
2017 Q4	–	Sell	-315	Closed	-$3K	–	389
2017 Q3	$3K	Buy	+315	New	+$3.12K	﹤0.01%	106
2016 Q1	–	Sell	-155	Closed	-$2K	–	268
2015 Q4	$2K	Buy	+155	New	+$2.06K	﹤0.01%	311

Other funds holding BCS

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lenox Wealth Advisors's BCS Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Barclays (BCS) in Q4 2020, closing a stake of 750 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in BCS in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2020. 225 funds tracked by Wall St. Rank hold BCS as of Q4 2020.

Lenox Wealth Advisors reported no remaining Barclays position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 750 Barclays shares in Q4 2020, an estimated $4K.
Lenox Wealth Advisors first reported a position in Barclays in Q4 2015 and held it in 4 quarters.
Lenox Wealth Advisors's Barclays position peaked at $4K in Q3 2020.
225 funds tracked by Wall St. Rank held Barclays as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.