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Lenox Wealth Management’s Barclays BCS Stock Holding History

Lenox 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
Q2 		$3K Sell
705
-242
-26% -$1.26K ﹤0.01% 584
2020
Q1 		$4K Sell
947
-401
-30% -$3.1K ﹤0.01% 511
2019
Q4 		$13K Buy
1,348
+256
+23% +$2.21K ﹤0.01% 401
2019
Q3 		$8K Buy
+1,092
New +$7.9K ﹤0.01% 473

Other funds holding BCS

Dimensional Fund Advisors
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Lenox Wealth Management's BCS Position: Q2 2020 in Review

Lenox Wealth Management reduced its Barclays (BCS) stake by 26% in Q2 2020, selling an estimated $1.26K and leaving 705 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Lenox Wealth Management first reported a position in BCS in Q3 2019 and has held it in 4 quarters since. The position peaked at $13K in Q4 2019. 211 funds tracked by Wall St. Rank hold BCS as of Q2 2020.

  • Lenox Wealth Management held 705 shares of Barclays worth $3K as of Q2 2020.
  • Lenox Wealth Management sold 242 Barclays shares in Q2 2020, an estimated $1.26K.
  • Barclays made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #584 holding.
  • Lenox Wealth Management first reported a position in Barclays in Q3 2019 and has held it in 4 quarters since.
  • Lenox Wealth Management's Barclays position peaked at $13K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Barclays as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.