OFW
BCS.PRD.CL

Omnia Family Wealth’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Omnia Family Wealth’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
-2,672
Closed -$70K – 629
2018
Q3 		$70K Buy
2,672
+385
+17% +$10.2K 0.03% 135
2018
Q2 		$60K Hold
2,287
– – 0.03% 143
2018
Q1 		$60K Buy
+2,287
New +$60.5K 0.03% 143

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

Omnia Family Wealth's BCS.PRD.CL Position: Q4 2018 in Review

Omnia Family Wealth sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 2,672 shares — an estimated $70K sold.

Omnia Family Wealth first reported a position in BCS.PRD.CL in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

  • Omnia Family Wealth reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 2,672 Barclays Bank Plc shares in Q4 2018, an estimated $70K.
  • Omnia Family Wealth first reported a position in Barclays Bank Plc in Q1 2018 and held it in 3 quarters.
  • Omnia Family Wealth's Barclays Bank Plc position peaked at $70K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.