RFA
BCS icon

Reilly Financial Advisors’s Barclays BCS Stock Holding History

Reilly 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
2015
Q4 		– Sell
-2
Closed – – 1215
2015
Q3 		$0 Hold
2
– – ﹤0.01% 1302
2015
Q2 		$0 Hold
2
– – ﹤0.01% 1358
2015
Q1 		$0 Sell
2
-197
-99% -$2.76K ﹤0.01% 1290
2014
Q4 		$3K Buy
+199
New +$2.73K ﹤0.01% 694
2013
Q3 		– Sell
-82
Closed -$1K – 745
2013
Q2 		$1K Buy
+82
New +$1.29K ﹤0.01% 797

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Reilly Financial Advisors's BCS Position: Q4 2015 in Review

Reilly Financial Advisors sold out of Barclays (BCS) in Q4 2015, closing a stake of 2 shares.

Reilly Financial Advisors first reported a position in BCS in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q4 2014. 232 funds tracked by Wall St. Rank hold BCS as of Q4 2015.

  • Reilly Financial Advisors reported no remaining Barclays position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 2 Barclays shares in Q4 2015.
  • Reilly Financial Advisors first reported a position in Barclays in Q2 2013 and held it in 5 quarters.
  • Reilly Financial Advisors's Barclays position peaked at $3K in Q4 2014.
  • 232 funds tracked by Wall St. Rank held Barclays as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.