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tru Independence’s Barclays BCS Stock Holding History

tru Independence’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
-4,100
Closed -$23K – 367
2020
Q2 		$23K Sell
4,100
-300
-7% -$1.56K ﹤0.01% 484
2020
Q1 		$20K Hold
4,400
– – ﹤0.01% 384
2019
Q4 		$20K Buy
+4,400
New +$38K ﹤0.01% 488

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

tru Independence's BCS Position: Q3 2020 in Review

tru Independence sold out of Barclays (BCS) in Q3 2020, closing a stake of 4,100 shares — an estimated $23K sold.

tru Independence first reported a position in BCS in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q2 2020. 201 funds tracked by Wall St. Rank hold BCS as of Q3 2020.

  • tru Independence reported no remaining Barclays position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 4,100 Barclays shares in Q3 2020, an estimated $23K.
  • tru Independence first reported a position in Barclays in Q4 2019 and held it in 3 quarters.
  • tru Independence's Barclays position peaked at $23K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held Barclays as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.