Steward Partners Investment Advisory’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Steward Partners Investment Advisory’s Portfolio BCS.PRD.CL Stock Details BCS.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,250	Closed	-$293K	–	2562
2018 Q3	$293K	Buy	11,250 +9,850	+704%	+$260K	0.01%	627
2018 Q2	$37K	Buy	1,400 +1,000	+250%	+$26.2K	﹤0.01%	1224
2018 Q1	$10K	Sell	400 -2,000	-83%	-$52.9K	﹤0.01%	1590
2017 Q4	$64K	Buy	+2,400	New	+$63.9K	﹤0.01%	752

Other funds holding BCS.PRD.CL

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Steward Partners Investment Advisory's BCS.PRD.CL Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 11,250 shares — an estimated $293K sold.

Steward Partners Investment Advisory first reported a position in BCS.PRD.CL in Q4 2017 and held it in 4 quarters. The position peaked at $293K in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 11,250 Barclays Bank Plc shares in Q4 2018, an estimated $293K.
Steward Partners Investment Advisory first reported a position in Barclays Bank Plc in Q4 2017 and held it in 4 quarters.
Steward Partners Investment Advisory's Barclays Bank Plc position peaked at $293K in Q3 2018.
2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.