UFA
B

US Financial Advisors’s Barnes Group Inc. B Stock Holding History

US Financial Advisors’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-74
Closed -$3K – 415
2016
Q1 		$3K Hold
74
– – 0.01% 306
2015
Q4 		$3K Hold
74
– – ﹤0.01% 439
2015
Q3 		$3K Hold
74
– – 0.01% 373
2015
Q2 		$3K Buy
+74
New +$2.99K ﹤0.01% 346

Other funds holding B

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Financial Advisors's B Position: Q2 2016 in Review

US Financial Advisors sold out of Barnes Group Inc. (B) in Q2 2016, closing a stake of 74 shares — an estimated $3K sold.

US Financial Advisors first reported a position in B in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2016. 206 funds tracked by Wall St. Rank hold B as of Q2 2016.

  • US Financial Advisors reported no remaining Barnes Group Inc. position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 74 Barnes Group Inc. shares in Q2 2016, an estimated $3K.
  • US Financial Advisors first reported a position in Barnes Group Inc. in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Barnes Group Inc. position peaked at $3K in Q1 2016.
  • 206 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.