UCFA
BCS.PRD.CL

United Capital Financial Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

United Capital Financial Advisors’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
-11,978
Closed -$312K – 1399
2018
Q3 		$312K Sell
11,978
-11,208
-48% -$296K ﹤0.01% 1091
2018
Q2 		$613K Buy
23,186
+2,682
+13% +$70.3K ﹤0.01% 895
2018
Q1 		$540K Buy
20,504
+520
+3% +$13.8K ﹤0.01% 938
2017
Q4 		$533K Buy
19,984
+7,020
+54% +$187K ﹤0.01% 945
2017
Q3 		$344K Buy
12,964
+672
+5% +$18K ﹤0.01% 1065
2017
Q2 		$327K Buy
12,292
+42
+0.3% +$1.11K ﹤0.01% 1048
2017
Q1 		$317K Buy
12,250
+1,020
+9% +$26.5K ﹤0.01% 1034
2016
Q4 		$287K Sell
11,230
-381
-3% -$9.83K ﹤0.01% 1070
2016
Q3 		$302K Buy
11,611
+99
+0.9% +$2.59K ﹤0.01% 1075
2016
Q2 		$299K Buy
11,512
+2,936
+34% +$76.5K ﹤0.01% 1038
2016
Q1 		$224K Buy
8,576
+1,000
+13% +$25.9K ﹤0.01% 1093
2015
Q4 		$201K Sell
7,576
-1,418
-16% -$37.3K ﹤0.01% 1135
2015
Q3 		$233K Buy
+8,994
New +$234K ﹤0.01% 1122
2015
Q2 		– Sell
-7,971
Closed -$208K – 1324
2015
Q1 		$208K Buy
+7,971
New +$211K ﹤0.01% 1180

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

United Capital Financial Advisors's BCS.PRD.CL Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 11,978 shares — an estimated $312K sold.

United Capital Financial Advisors first reported a position in BCS.PRD.CL in Q1 2015 and held it in 14 quarters. The position peaked at $613K in Q2 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,978 Barclays Bank Plc shares in Q4 2018, an estimated $312K.
  • United Capital Financial Advisors first reported a position in Barclays Bank Plc in Q1 2015 and held it in 14 quarters.
  • United Capital Financial Advisors's Barclays Bank Plc position peaked at $613K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.