PMFA
BCS.PRD.CL

Plante Moran Financial Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Plante Moran Financial Advisors’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
-300
Closed -$8K – 1089
2016
Q4 		$8K Buy
+300
New +$7.74K 0.01% 638
2014
Q1 		– Sell
-2,015
Closed -$51K – 729
2013
Q4 		$51K Buy
2,015
+1,000
+99% +$25.4K 0.03% 231
2013
Q3 		$26K Buy
+1,015
New +$25.7K 0.02% 260

Other funds holding BCS.PRD.CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Plante Moran Financial Advisors's BCS.PRD.CL Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Barclays Bank Plc (BCS.PRD.CL) in Q1 2017, closing a stake of 300 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in BCS.PRD.CL in Q3 2013 and held it in 3 quarters. The position peaked at $51K in Q4 2013. 104 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Barclays Bank Plc position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 300 Barclays Bank Plc shares in Q1 2017, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in Barclays Bank Plc in Q3 2013 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Barclays Bank Plc position peaked at $51K in Q4 2013.
  • 104 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.