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Wagner Wealth Management (South Carolina)’s Barclays BCS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$13K Hold
1,569
– – 0.01% 390
2018
Q2 		$15K Hold
1,569
– – 0.01% 343
2018
Q1 		$18K Hold
1,569
– – 0.01% 306
2017
Q4 		$16K Buy
+1,569
New +$15.2K 0.01% 327

Other funds holding BCS

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BCS Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Barclays (BCS) position steady in Q3 2018 at 1,569 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #390.

Wagner Wealth Management (South Carolina) first reported a position in BCS in Q4 2017 and has held it in 4 quarters since. The position peaked at $18K in Q1 2018. 253 funds tracked by Wall St. Rank hold BCS as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,569 shares of Barclays worth $13K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Barclays share count unchanged in Q3 2018.
  • Barclays made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #390 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Barclays in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Barclays position peaked at $18K in Q1 2018.
  • 253 funds tracked by Wall St. Rank held Barclays as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.