NFG
BCS.PRD.CL

Next Financial Group’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-1,975
Closed -$50K – 2450
2016
Q4 		$50K Hold
1,975
– – 0.01% 967
2016
Q3 		$51K Buy
+1,975
New +$51.6K 0.01% 936
2014
Q4 		– Sell
-1,000
Closed -$26K – 2504
2014
Q3 		$26K Hold
1,000
– – 0.01% 1268
2014
Q2 		$26K Buy
+1,000
New +$25.9K 0.01% 519

Other funds holding BCS.PRD.CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Next Financial Group's BCS.PRD.CL Position: Q1 2017 in Review

Next Financial Group sold out of Barclays Bank Plc (BCS.PRD.CL) in Q1 2017, closing a stake of 1,975 shares — an estimated $50K sold.

Next Financial Group first reported a position in BCS.PRD.CL in Q2 2014 and held it in 4 quarters. The position peaked at $51K in Q3 2016. 104 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q1 2017.

  • Next Financial Group reported no remaining Barclays Bank Plc position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1,975 Barclays Bank Plc shares in Q1 2017, an estimated $50K.
  • Next Financial Group first reported a position in Barclays Bank Plc in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's Barclays Bank Plc position peaked at $51K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.