Atwood & Palmer’s CR Bard Inc. BCR Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-27	Closed	-$6K	–	355
2016 Q4	$6K	Hold	27	–	–	﹤0.01%	284
2016 Q3	$6K	Buy	+27	New	+$6.08K	﹤0.01%	278

Other funds holding BCR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Atwood & Palmer's BCR Position: Q1 2017 in Review

Atwood & Palmer sold out of CR Bard Inc. (BCR) in Q1 2017, closing a stake of 27 shares — an estimated $6K sold.

Atwood & Palmer first reported a position in BCR in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 684 funds tracked by Wall St. Rank hold BCR as of Q1 2017.

Atwood & Palmer reported no remaining CR Bard Inc. position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 27 CR Bard Inc. shares in Q1 2017, an estimated $6K.
Atwood & Palmer first reported a position in CR Bard Inc. in Q3 2016 and held it in 2 quarters.
Atwood & Palmer's CR Bard Inc. position peaked at $6K in Q4 2016.
684 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.