MSFP
BCS.PRD.CL

Mark Sheptoff Financial Planning’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Mark Sheptoff Financial Planning’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
2018
Q4 		– Sell
-100
Closed -$3K – 380
2018
Q3 		$3K Hold
100
– – ﹤0.01% 341
2018
Q2 		$3K Hold
100
– – ﹤0.01% 339
2018
Q1 		$3K Hold
100
– – ﹤0.01% 351
2017
Q4 		$3K Hold
100
– – ﹤0.01% 346
2017
Q3 		$3K Hold
100
– – ﹤0.01% 344
2017
Q2 		$3K Sell
100
-1
-1% -$26 ﹤0.01% 333
2017
Q1 		$3K Buy
101
+1
+1% +$26 ﹤0.01% 333
2016
Q4 		$3K Hold
100
– – ﹤0.01% 324
2016
Q3 		$3K Hold
100
– – ﹤0.01% 320
2016
Q2 		$3K Hold
100
– – ﹤0.01% 317
2016
Q1 		$3K Hold
100
– – ﹤0.01% 310
2015
Q4 		$3K Hold
100
– – ﹤0.01% 323
2015
Q3 		$3K Hold
100
– – ﹤0.01% 329
2015
Q2 		$3K Hold
100
– – ﹤0.01% 318
2015
Q1 		$3K Hold
100
– – ﹤0.01% 307
2014
Q4 		$3K Hold
100
– – ﹤0.01% 304
2014
Q3 		$3K Hold
100
– – ﹤0.01% 312
2014
Q2 		$3K Hold
100
– – ﹤0.01% 318
2014
Q1 		$3K Buy
+100
New +$2.56K ﹤0.01% 329

Other funds holding BCS.PRD.CL

EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Mark Sheptoff Financial Planning's BCS.PRD.CL Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in BCS.PRD.CL in Q1 2014 and held it in 19 quarters. The position peaked at $3K in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Barclays Bank Plc shares in Q4 2018, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Barclays Bank Plc in Q1 2014 and held it in 19 quarters.
  • Mark Sheptoff Financial Planning's Barclays Bank Plc position peaked at $3K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.