Shine Investment Advisory Services’s Barclays BCS Stock Holding History

Shine Investment Advisory Services’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 Q3	–	Sell	-1,662	Closed	-$9K	–	717
2020 Q2	$9K	Hold	1,662	–	–	﹤0.01%	558
2020 Q1	$8K	Hold	1,662	–	–	﹤0.01%	536
2019 Q4	$16K	Buy	+1,662	New	+$14.4K	0.01%	503
2018 Q1	–	Sell	-601	Closed	-$6K	–	648
2017 Q4	$6K	Sell	601 -216	-26%	-$2.1K	﹤0.01%	597
2017 Q3	$8K	Buy	817 +213	+35%	+$2.11K	﹤0.01%	553
2017 Q2	$6K	Buy	+604	New	+$6.16K	﹤0.01%	583

Other funds holding BCS

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's BCS Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of Barclays (BCS) in Q3 2020, closing a stake of 1,662 shares — an estimated $9K sold.

Shine Investment Advisory Services first reported a position in BCS in Q2 2017 and held it in 6 quarters. The position peaked at $16K in Q4 2019. 201 funds tracked by Wall St. Rank hold BCS as of Q3 2020.

Shine Investment Advisory Services reported no remaining Barclays position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 1,662 Barclays shares in Q3 2020, an estimated $9K.
Shine Investment Advisory Services first reported a position in Barclays in Q2 2017 and held it in 6 quarters.
Shine Investment Advisory Services's Barclays position peaked at $16K in Q4 2019.
201 funds tracked by Wall St. Rank held Barclays as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.