Plante Moran Financial Advisors’s Barclays BCS Stock Holding History

Plante Moran Financial 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 Q4	–	Sell	-253	Closed	-$2K	–	755
2019 Q3	$2K	Buy	+253	New	+$1.83K	﹤0.01%	763
2018 Q3	–	Sell	-5,021	Closed	-$48K	–	757
2018 Q2	$48K	Buy	5,021 +1,883	+60%	+$20.4K	0.02%	331
2018 Q1	$35K	Hold	3,138	–	–	0.02%	414
2017 Q4	$33K	Buy	+3,138	New	+$30.5K	0.02%	419

Other funds holding BCS

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

CCM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Plante Moran Financial Advisors's BCS Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Barclays (BCS) in Q4 2019, closing a stake of 253 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in BCS in Q4 2017 and held it in 4 quarters. The position peaked at $48K in Q2 2018. 226 funds tracked by Wall St. Rank hold BCS as of Q4 2019.

Plante Moran Financial Advisors reported no remaining Barclays position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 253 Barclays shares in Q4 2019, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Barclays in Q4 2017 and held it in 4 quarters.
Plante Moran Financial Advisors's Barclays position peaked at $48K in Q2 2018.
226 funds tracked by Wall St. Rank held Barclays as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.