YorkBridge Wealth Partners’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

YorkBridge Wealth Partners’s Portfolio BCS.PRD.CL Stock Details BCS.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-17,800	Closed	-$460K	–	795
2018 Q3	$460K	Buy	17,800 +4,000	+29%	+$106K	0.21%	109
2018 Q2	$365K	Hold	13,800	–	–	0.16%	127
2018 Q1	$360K	Hold	13,800	–	–	0.17%	124
2017 Q4	$362K	Sell	13,800 -400	-3%	-$10.6K	0.17%	123
2017 Q3	$377K	Hold	14,200	–	–	0.2%	110
2017 Q2	$379K	Buy	14,200 +4,000	+39%	+$105K	0.2%	105
2017 Q1	$267K	Buy	10,200 +400	+4%	+$10.4K	0.14%	139
2016 Q4	$255K	Buy	+9,800	New	+$253K	0.15%	133

Other funds holding BCS.PRD.CL

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

YorkBridge Wealth Partners's BCS.PRD.CL Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 17,800 shares — an estimated $460K sold.

YorkBridge Wealth Partners first reported a position in BCS.PRD.CL in Q4 2016 and held it in 8 quarters. The position peaked at $460K in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 17,800 Barclays Bank Plc shares in Q4 2018, an estimated $460K.
YorkBridge Wealth Partners first reported a position in Barclays Bank Plc in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Barclays Bank Plc position peaked at $460K in Q3 2018.
2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.