AFWA
BCR

Ancora Family Wealth Advisors’s CR Bard Inc. BCR Stock Holding History

Ancora Family Wealth Advisors’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
2015
Q4 		– Sell
-1,075
Closed -$200K – 208
2015
Q3 		$200K Buy
+1,075
New +$204K 0.08% 186

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ancora Family Wealth Advisors's BCR Position: Q4 2015 in Review

Ancora Family Wealth Advisors sold out of CR Bard Inc. (BCR) in Q4 2015, closing a stake of 1,075 shares — an estimated $200K sold.

Ancora Family Wealth Advisors first reported a position in BCR in Q3 2015 and held it in 1 quarter. The position peaked at $200K in Q3 2015. 608 funds tracked by Wall St. Rank hold BCR as of Q4 2015.

  • Ancora Family Wealth Advisors reported no remaining CR Bard Inc. position as of Q4 2015 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 1,075 CR Bard Inc. shares in Q4 2015, an estimated $200K.
  • Ancora Family Wealth Advisors first reported a position in CR Bard Inc. in Q3 2015 and held it in 1 quarter.
  • Ancora Family Wealth Advisors's CR Bard Inc. position peaked at $200K in Q3 2015.
  • 608 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2015.

Based on Ancora Family Wealth Advisors's 13F filing for Q4 2015, filed 17 Feb 2016.