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WFG Advisors’s Barclays BCS Stock Holding History

WFG Advisors’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
2017
Q1 		– Sell
-204
Closed -$2K – 1495
2016
Q4 		$2K Buy
204
+87
+74% +$820 ﹤0.01% 1402
2016
Q3 		$1K Buy
117
+1
+0.9% +$8 ﹤0.01% 1454
2016
Q2 		$1K Buy
116
+2
+2% +$18 ﹤0.01% 1437
2016
Q1 		$1K Hold
114
– – ﹤0.01% 1396
2015
Q4 		$1K Sell
114
-1
-0.9% -$13 ﹤0.01% 1432
2015
Q3 		$2K Buy
115
+1
+0.9% +$15 ﹤0.01% 1391
2015
Q2 		$2K Buy
114
+2
+2% +$30 ﹤0.01% 1466
2015
Q1 		$2K Sell
112
-97
-46% -$1.36K ﹤0.01% 1522
2014
Q4 		$3K Hold
209
– – ﹤0.01% 1749
2014
Q3 		$3K Hold
209
– – ﹤0.01% 1770
2014
Q2 		$3K Hold
209
– – ﹤0.01% 1741
2014
Q1 		$3K Buy
+209
New +$3.35K ﹤0.01% 1719
2013
Q4 		– Sell
-206
Closed -$3K – 2226
2013
Q3 		$3K Sell
206
-18
-8% -$282 ﹤0.01% 1825
2013
Q2 		$3K Buy
+224
New +$3.54K ﹤0.01% 1761

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WFG Advisors's BCS Position: Q1 2017 in Review

WFG Advisors sold out of Barclays (BCS) in Q1 2017, closing a stake of 204 shares — an estimated $2K sold.

WFG Advisors first reported a position in BCS in Q2 2013 and held it in 14 quarters. The position peaked at $3K in Q4 2014. 229 funds tracked by Wall St. Rank hold BCS as of Q1 2017.

  • WFG Advisors reported no remaining Barclays position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 204 Barclays shares in Q1 2017, an estimated $2K.
  • WFG Advisors first reported a position in Barclays in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Barclays position peaked at $3K in Q4 2014.
  • 229 funds tracked by Wall St. Rank held Barclays as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.