AWP
BCR

Ascent Wealth Partners’s CR Bard Inc. BCR Stock Holding History

Ascent Wealth 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
2017
Q4 		– Sell
-828
Closed -$265K – 125
2017
Q3 		$265K Sell
828
-32
-4% -$10.2K 0.11% 109
2017
Q2 		$272K Hold
860
– – 0.12% 104
2017
Q1 		$214K Buy
+860
New +$207K 0.1% 113
2016
Q3 		– Sell
-860
Closed -$202K – 122
2016
Q2 		$202K Buy
+860
New +$187K 0.1% 114

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
QCMA
Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Ascent Wealth Partners's BCR Position: Q4 2017 in Review

Ascent Wealth Partners sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 828 shares — an estimated $265K sold.

Ascent Wealth Partners first reported a position in BCR in Q2 2016 and held it in 4 quarters. The position peaked at $272K in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Ascent Wealth Partners reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Ascent Wealth Partners sold 828 CR Bard Inc. shares in Q4 2017, an estimated $265K.
  • Ascent Wealth Partners first reported a position in CR Bard Inc. in Q2 2016 and held it in 4 quarters.
  • Ascent Wealth Partners's CR Bard Inc. position peaked at $272K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Ascent Wealth Partners's 13F filing for Q4 2017, filed 21 Aug 2019.