RIA
BCS icon

Realta Investment Advisors’s Barclays BCS Stock Holding History

Realta 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
-789
Closed -$6K – 1613
2019
Q2 		$6K Buy
+789
New +$6.23K ﹤0.01% 1292

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
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
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

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

Realta Investment Advisors sold out of Barclays (BCS) in Q3 2019, closing a stake of 789 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in BCS in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 215 funds tracked by Wall St. Rank hold BCS as of Q3 2019.

  • Realta Investment Advisors reported no remaining Barclays position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 789 Barclays shares in Q3 2019, an estimated $6K.
  • Realta Investment Advisors first reported a position in Barclays in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Barclays position peaked at $6K in Q2 2019.
  • 215 funds tracked by Wall St. Rank held Barclays as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.