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Wittenberg Investment Management’s Barclays BCS Stock Holding History

Wittenberg Investment 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
2017
Q3 		– Sell
-59,603
Closed -$600K – 82
2017
Q2 		$600K Hold
59,603
– – 0.27% 47
2017
Q1 		$637K Sell
59,603
-2,004
-3% -$21.5K 0.31% 45
2016
Q4 		$639K Buy
+61,607
New +$581K 0.29% 51

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wittenberg Investment Management's BCS Position: Q3 2017 in Review

Wittenberg Investment Management sold out of Barclays (BCS) in Q3 2017, closing a stake of 59,603 shares — an estimated $600K sold.

Wittenberg Investment Management first reported a position in BCS in Q4 2016 and held it in 3 quarters. The position peaked at $639K in Q4 2016. 232 funds tracked by Wall St. Rank hold BCS as of Q3 2017.

  • Wittenberg Investment Management reported no remaining Barclays position as of Q3 2017 after selling out during the quarter.
  • Wittenberg Investment Management sold 59,603 Barclays shares in Q3 2017, an estimated $600K.
  • Wittenberg Investment Management first reported a position in Barclays in Q4 2016 and held it in 3 quarters.
  • Wittenberg Investment Management's Barclays position peaked at $639K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held Barclays as of Q3 2017.

Based on Wittenberg Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.