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Wealthcare Capital Management’s Barclays BCS Stock Holding History

Wealthcare Capital Management’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
Q1 		– Sell
-419
Closed -$4K – 287
2019
Q4 		$4K Buy
+419
New +$3.62K ﹤0.01% 272
2015
Q3 		– Sell
-198
Closed -$3K – 252
2015
Q2 		$3K Sell
198
-171
-46% -$2.57K ﹤0.01% 292
2015
Q1 		$5K Buy
+369
New +$5.17K ﹤0.01% 624

Other funds holding BCS

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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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's BCS Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Barclays (BCS) in Q1 2020, closing a stake of 419 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in BCS in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q1 2015. 224 funds tracked by Wall St. Rank hold BCS as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Barclays position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 419 Barclays shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Barclays in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Barclays position peaked at $5K in Q1 2015.
  • 224 funds tracked by Wall St. Rank held Barclays as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.