OneDigital Investment Advisors’s Barclays BCS Stock Holding History

OneDigital Investment 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
2019 Q3	–	Sell	-1,941	Closed	-$14K	–	614
2019 Q2	$14K	Hold	1,941	–	–	﹤0.01%	873
2019 Q1	$15K	Sell	1,941 -455	-19%	-$3.66K	﹤0.01%	796
2018 Q4	$17K	Buy	2,396 +85	+4%	+$685	﹤0.01%	729
2018 Q3	$20K	Sell	2,311 -74	-3%	-$687	﹤0.01%	659
2018 Q2	$23K	Sell	2,385 -188	-7%	-$2.04K	﹤0.01%	757
2018 Q1	$29K	Hold	2,573	–	–	0.01%	665
2017 Q4	$27K	Hold	2,573	–	–	﹤0.01%	692
2017 Q3	$25K	Sell	2,573 -13	-0.5%	-$129	0.01%	572
2017 Q2	$26K	Buy	+2,586	New	+$26.4K	0.01%	659

Other funds holding BCS

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

PPA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

OneDigital Investment Advisors's BCS Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Barclays (BCS) in Q3 2019, closing a stake of 1,941 shares — an estimated $14K sold.

OneDigital Investment Advisors first reported a position in BCS in Q2 2017 and held it in 9 quarters. The position peaked at $29K in Q1 2018. 215 funds tracked by Wall St. Rank hold BCS as of Q3 2019.

OneDigital Investment Advisors reported no remaining Barclays position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,941 Barclays shares in Q3 2019, an estimated $14K.
OneDigital Investment Advisors first reported a position in Barclays in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Barclays position peaked at $29K in Q1 2018.
215 funds tracked by Wall St. Rank held Barclays as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.