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YHB Investment Advisors’s Barclays BCS Stock Holding History

YHB Investment 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
2019
Q1 		– Sell
-11,780
Closed -$85K – 196
2018
Q4 		$85K Sell
11,780
-138,282
-92% -$1.11M 0.02% 179
2018
Q3 		$1.28M Sell
150,062
-12,738
-8% -$118K 0.19% 109
2018
Q2 		$1.56M Buy
162,800
+813
+0.5% +$8.8K 0.26% 97
2018
Q1 		$1.83M Buy
+161,987
New +$1.77M 0.31% 94

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

YHB Investment Advisors's BCS Position: Q1 2019 in Review

YHB Investment Advisors sold out of Barclays (BCS) in Q1 2019, closing a stake of 11,780 shares — an estimated $85K sold.

YHB Investment Advisors first reported a position in BCS in Q1 2018 and held it in 4 quarters. The position peaked at $1.83M in Q1 2018. 243 funds tracked by Wall St. Rank hold BCS as of Q1 2019.

  • YHB Investment Advisors reported no remaining Barclays position as of Q1 2019 after selling out during the quarter.
  • YHB Investment Advisors sold 11,780 Barclays shares in Q1 2019, an estimated $85K.
  • YHB Investment Advisors first reported a position in Barclays in Q1 2018 and held it in 4 quarters.
  • YHB Investment Advisors's Barclays position peaked at $1.83M in Q1 2018.
  • 243 funds tracked by Wall St. Rank held Barclays as of Q1 2019.

Based on YHB Investment Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.