Advantage Investment Management’s CR Bard Inc. BCR Stock Holding History

Advantage Investment Management’s Portfolio BCR Stock Details BCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-15	Closed	-$5K	–	1112
2017 Q4	$5K	Hold	15	–	–	﹤0.01%	838
2017 Q3	$5K	Hold	15	–	–	﹤0.01%	838
2017 Q2	$5K	Hold	15	–	–	﹤0.01%	857
2017 Q1	$4K	Hold	15	–	–	﹤0.01%	849
2016 Q4	$3K	Hold	15	–	–	﹤0.01%	834
2016 Q3	$3K	Hold	15	–	–	﹤0.01%	813
2016 Q2	$4K	Hold	15	–	–	﹤0.01%	740
2016 Q1	$3K	Hold	15	–	–	﹤0.01%	756
2015 Q4	$3K	Hold	15	–	–	﹤0.01%	761
2015 Q3	$3K	Hold	15	–	–	﹤0.01%	737
2015 Q2	$3K	Hold	15	–	–	﹤0.01%	763
2015 Q1	$3K	Hold	15	–	–	﹤0.01%	768
2014 Q4	$3K	Buy	+15	New	+$2.42K	﹤0.01%	695

Other funds holding BCR

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Advantage Investment Management's BCR Position: Q1 2018 in Review

Advantage Investment Management sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 15 shares — an estimated $5K sold.

Advantage Investment Management first reported a position in BCR in Q4 2014 and held it in 13 quarters. The position peaked at $5K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Advantage Investment Management reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Advantage Investment Management sold 15 CR Bard Inc. shares in Q1 2018, an estimated $5K.
Advantage Investment Management first reported a position in CR Bard Inc. in Q4 2014 and held it in 13 quarters.
Advantage Investment Management's CR Bard Inc. position peaked at $5K in Q4 2017.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.