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US Financial Advisors’s Barclays BCS Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-60
Closed – – 77
2016
Q1 		$0 Hold
60
– – ﹤0.01% 481
2015
Q4 		$1K Hold
60
– – ﹤0.01% 516
2015
Q3 		$1K Hold
60
– – ﹤0.01% 452
2015
Q2 		$1K Buy
+60
New +$902 ﹤0.01% 436

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

US Financial Advisors sold out of Barclays (BCS) in Q2 2016, closing a stake of 60 shares.

US Financial Advisors first reported a position in BCS in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 236 funds tracked by Wall St. Rank hold BCS as of Q2 2016.

  • US Financial Advisors reported no remaining Barclays position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 60 Barclays shares in Q2 2016.
  • US Financial Advisors first reported a position in Barclays in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Barclays position peaked at $1K in Q4 2015.
  • 236 funds tracked by Wall St. Rank held Barclays as of Q2 2016.

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