WAM
BCS.PRC

Wealthspire Advisors (Maryland)’s BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) BCS.PRC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BCS.PRC Stock Details BCS.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,140
Closed -$30K – 1909
2016
Q1 		$30K Hold
1,140
– – 0.01% 841
2015
Q4 		$30K Buy
+1,140
New +$29.9K 0.01% 844

Other funds holding BCS.PRC

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BCS.PRC Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) (BCS.PRC) in Q2 2016, closing a stake of 1,140 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in BCS.PRC in Q4 2015 and held it in 2 quarters. The position peaked at $30K in Q1 2016. 1 fund tracked by Wall St. Rank holds BCS.PRC as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,140 BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) shares in Q2 2016, an estimated $30K.
  • Wealthspire Advisors (Maryland) first reported a position in BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) position peaked at $30K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK) as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.