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Ridgewood Investments’s Barclays BCS Stock Holding History

Ridgewood Investments’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
2020
Q1 		– Sell
-17,399
Closed -$166K – 160
2019
Q4 		$166K Buy
17,399
+46
+0.3% +$397 0.12% 178
2019
Q3 		$127K Buy
17,353
+216
+1% +$1.56K 0.1% 173
2019
Q2 		$128K Sell
17,137
-86
-0.5% -$679 0.1% 173
2019
Q1 		$135K Buy
+17,223
New +$138K 0.11% 174

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ridgewood Investments's BCS Position: Q1 2020 in Review

Ridgewood Investments sold out of Barclays (BCS) in Q1 2020, closing a stake of 17,399 shares — an estimated $166K sold.

Ridgewood Investments first reported a position in BCS in Q1 2019 and held it in 4 quarters. The position peaked at $166K in Q4 2019. 225 funds tracked by Wall St. Rank hold BCS as of Q1 2020.

  • Ridgewood Investments reported no remaining Barclays position as of Q1 2020 after selling out during the quarter.
  • Ridgewood Investments sold 17,399 Barclays shares in Q1 2020, an estimated $166K.
  • Ridgewood Investments first reported a position in Barclays in Q1 2019 and held it in 4 quarters.
  • Ridgewood Investments's Barclays position peaked at $166K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Barclays as of Q1 2020.

Based on Ridgewood Investments's 13F filing for Q1 2020, filed 27 Apr 2020.