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Santa Fe Partners’s Barclays BCS Stock Holding History

Santa Fe Partners’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
2014
Q1 		– Sell
-12,931
Closed -$217K – 469
2013
Q4 		$217K Buy
+12,931
New +$205K 0.04% 441
2013
Q3 		– Sell
-14,621
Closed -$214K – 468
2013
Q2 		$214K Buy
+14,621
New +$231K 0.04% 465

Other funds holding BCS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Santa Fe Partners's BCS Position: Q1 2014 in Review

Santa Fe Partners sold out of Barclays (BCS) in Q1 2014, closing a stake of 12,931 shares — an estimated $217K sold.

Santa Fe Partners first reported a position in BCS in Q2 2013 and held it in 2 quarters. The position peaked at $217K in Q4 2013. 211 funds tracked by Wall St. Rank hold BCS as of Q1 2014.

  • Santa Fe Partners reported no remaining Barclays position as of Q1 2014 after selling out during the quarter.
  • Santa Fe Partners sold 12,931 Barclays shares in Q1 2014, an estimated $217K.
  • Santa Fe Partners first reported a position in Barclays in Q2 2013 and held it in 2 quarters.
  • Santa Fe Partners's Barclays position peaked at $217K in Q4 2013.
  • 211 funds tracked by Wall St. Rank held Barclays as of Q1 2014.

Based on Santa Fe Partners's 13F filing for Q1 2014, filed 14 May 2014.