SWP
BCS.PRD.CL

Strategic Wealth Partners’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Strategic Wealth Partners’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
-800
Closed -$21K – 735
2018
Q3 		$21K Hold
800
– – 0.01% 324
2018
Q2 		$21K Buy
+800
New +$21K 0.01% 384
2018
Q1 		– Sell
-800
Closed -$22K – 844
2017
Q4 		$22K Buy
+800
New +$21.3K 0.01% 325

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

Strategic Wealth Partners's BCS.PRD.CL Position: Q4 2018 in Review

Strategic Wealth Partners sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 800 shares — an estimated $21K sold.

Strategic Wealth Partners first reported a position in BCS.PRD.CL in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

  • Strategic Wealth Partners reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 800 Barclays Bank Plc shares in Q4 2018, an estimated $21K.
  • Strategic Wealth Partners first reported a position in Barclays Bank Plc in Q4 2017 and held it in 3 quarters.
  • Strategic Wealth Partners's Barclays Bank Plc position peaked at $22K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Strategic Wealth Partners's 13F filing for Q4 2018, filed 24 Jan 2019.