WP
BCS.PRA.CL

WealthPLAN Partners’s Barclays Bank Plc Series 3 BCS.PRA.CL Stock Holding History

WealthPLAN Partners’s Portfolio BCS.PRA.CL Stock Details BCS.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-160
Closed -$2.06K – 1175
2016
Q2 		$2.06K Buy
+160
New +$4.12K ﹤0.01% 2230
2015
Q4 		$2.08K Buy
+240
New +$6.21K ﹤0.01% 1476
2015
Q2 		$2K Hold
80
– – ﹤0.01% 399
2015
Q1 		$2K Buy
+80
New +$2.08K ﹤0.01% 506

Other funds holding BCS.PRA.CL

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Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return