Arax Advisory Partners’s CR Bard Inc. BCR Stock Holding History

Arax Advisory Partners’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	-500	Closed	-$165K	–	500
2017 Q4	$165K	Hold	500	–	–	0.07%	111
2017 Q3	$160K	Buy	500 +1	+0.2%	+$320	0.08%	109
2017 Q2	$158K	Sell	499 -99	-17%	-$29.4K	0.08%	113
2017 Q1	$148K	Buy	598 +4	+0.7%	+$964	0.07%	97
2016 Q4	$133K	Buy	+594	New	+$129K	0.07%	89

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

Arax Advisory Partners's BCR Position: Q1 2018 in Review

Arax Advisory Partners sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 500 shares — an estimated $165K sold.

Arax Advisory Partners first reported a position in BCR in Q4 2016 and held it in 5 quarters. The position peaked at $165K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Arax Advisory Partners reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Arax Advisory Partners sold 500 CR Bard Inc. shares in Q1 2018, an estimated $165K.
Arax Advisory Partners first reported a position in CR Bard Inc. in Q4 2016 and held it in 5 quarters.
Arax Advisory Partners's CR Bard Inc. position peaked at $165K in Q4 2017.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Arax Advisory Partners's 13F filing for Q1 2018, filed 14 May 2018.