TW
BCS.PRD.CL

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

Transform Wealth’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
2017
Q4 		– Sell
-19,000
Closed -$504K – 258
2017
Q3 		$504K Buy
+19,000
New +$510K 0.18% 145

Other funds holding BCS.PRD.CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Transform Wealth's BCS.PRD.CL Position: Q4 2017 in Review

Transform Wealth sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2017, closing a stake of 19,000 shares — an estimated $504K sold.

Transform Wealth first reported a position in BCS.PRD.CL in Q3 2017 and held it in 1 quarter. The position peaked at $504K in Q3 2017. 116 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2017.

  • Transform Wealth reported no remaining Barclays Bank Plc position as of Q4 2017 after selling out during the quarter.
  • Transform Wealth sold 19,000 Barclays Bank Plc shares in Q4 2017, an estimated $504K.
  • Transform Wealth first reported a position in Barclays Bank Plc in Q3 2017 and held it in 1 quarter.
  • Transform Wealth's Barclays Bank Plc position peaked at $504K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2017.

Based on Transform Wealth's 13F filing for Q4 2017, filed 8 Feb 2018.