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Wealthspire Advisors (Maryland)’s Barclays BCS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,316
Closed -$10K – 619
2019
Q1 		$10K Buy
1,316
+1,107
+530% +$8.89K ﹤0.01% 1518
2018
Q4 		$2K Sell
209
-2,742
-93% -$22.1K ﹤0.01% 2058
2018
Q3 		$25K Sell
2,951
-1,510
-34% -$14K ﹤0.01% 1214
2018
Q2 		$43K Sell
4,461
-285
-6% -$3.08K ﹤0.01% 1030
2018
Q1 		$54K Sell
4,746
-447
-9% -$4.87K 0.01% 944
2017
Q4 		$54K Sell
5,193
-884
-15% -$8.58K 0.01% 968
2017
Q3 		$60K Sell
6,077
-414
-6% -$4.1K 0.01% 898
2017
Q2 		$65K Buy
6,491
+3,706
+133% +$37.8K 0.01% 847
2017
Q1 		$30K Buy
2,785
+2,072
+291% +$22.3K ﹤0.01% 949
2016
Q4 		$7K Sell
713
-1,196
-63% -$11.3K ﹤0.01% 1317
2016
Q3 		$16K Buy
1,909
+124
+7% +$979 ﹤0.01% 1118
2016
Q2 		$13K Buy
1,785
+381
+27% +$3.43K ﹤0.01% 1127
2016
Q1 		$11K Buy
1,404
+165
+13% +$1.54K ﹤0.01% 1156
2015
Q4 		$15K Buy
+1,239
New +$16.4K ﹤0.01% 1062

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BCS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Barclays (BCS) in Q2 2019, closing a stake of 1,316 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in BCS in Q4 2015 and held it in 14 quarters. The position peaked at $65K in Q2 2017. 233 funds tracked by Wall St. Rank hold BCS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Barclays position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,316 Barclays shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Barclays in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Barclays position peaked at $65K in Q2 2017.
  • 233 funds tracked by Wall St. Rank held Barclays as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.